BRIGHTON JONES LLC Overview
Brighton Jones Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 67 employees, of which 32 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/11 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/11 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 50% of the manager's regulatory AUM.
BRIGHTON JONES LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRIGHTON JONES LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 38.23% | Cons. Disc. | 5.03% | -4.07% | 0 | 45% | ||
| MSFT | 8.74% | Tech | 7.24% | -0.66% | 0 | 43% | ||
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FEATURED IN
BRIGHTON JONES LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles E. Brighton | Member | October-1999 |
| Jon D. Jones | Member | October-1999 |
| Brett H. Carolan | Member | January-2005 |
| Eric J. Wikstrom | Member | January-2007 |
| Kory B. Leadon | Member | July-2008 |
| Tyler Mayfield | Chief Compliance Officer / Chief Operations Officer | November-2012 |
| Clint M. Christensen | Lead Advisor | November-2007 |
| Jerome F. Mccarthy | Lead Advisor | September-2003 |
| Matthew A. Camrud | Member | April-2014 |
| Thomas P. Preston | Member | April-2012 |
| Brian C. Tall | Member | July-2013 |
BRIGHTON JONES LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
BRIGHTON JONES LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predeter...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Options (contract for the purchase or sale of a security at a predeter...
Unlock Full Investment Process Description
BRIGHTON JONES LLC Portfolio Concentration
BRIGHTON JONES LLC Location
2030 1ST AVENUE
3RD FLOOR
SEATTLE, Washington
UNITED STATES, 98121
3RD FLOOR
SEATTLE, Washington
UNITED STATES, 98121
BRIGHTON JONES LLC Contact Information
Phone Number: 206-258-5000
Fax Number: 206-258-5005
Website: http://www.brightonjones.com
Fax Number: 206-258-5005
Website: http://www.brightonjones.com
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