Overview
Assets Under Management: $32 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 20
Average Client Assets: $0.4 million
Frequently Asked Questions
BRENTON POINT WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287603), BRENTON POINT WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
BRENTON POINT WEALTH ADVISORS LLC is headquartered in NEW YORK, NY.
BRENTON POINT WEALTH ADVISORS LLC serves 20 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BRENTON POINT WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRENTON POINT WEALTH ADVISORS LLC manages $32 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BRENTON POINT WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.25%
Average Client Assets: $0.4 million
Total Client Accounts: 91
Discretionary Accounts: 58
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 287603
Filing ID: 1844493
Last Filing Date: 2024-03-25 12:04:00