Brite Advisors USA, Inc. is required to provide clients with it’s ADV Part 3: Form CRS (“Relationship Summary”) disclosing certain information about the firm.
An ADV is the form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities.
Officially it is called the Uniform Application for Investment Adviser Registration. Form ADV serves as a registration document and is updated annually and made available as public record for companies managing in excess of $25 million.
The Relationship Summary (attached) is designed to promote effective communication between clients and Brite USA.
Please feel free to download the document and if you have any questions relating to it we would be happy to answer them.
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Where to find us
115 Broadway, 5th Floor, New York, NY 10006, United States of America.
Tel: +1 646 891 5990.
800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519
Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.
There is no guarantee of the future performance of financial products regardless of previous performance.
IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any references to tax contained on this Website (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding tax penalties imposed that may be imposed on any taxpayer.