Overview
Assets Under Management: $421 million
Headquarters: LINCOLN, RI
High-Net-Worth Clients: 76
Average Client Assets: $3.3 million
Frequently Asked Questions
BRIGGS ADVISORY GROUP, INC. 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 #291947), BRIGGS ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
BRIGGS ADVISORY GROUP, INC. is headquartered in LINCOLN, RI.
BRIGGS ADVISORY GROUP, INC. serves 76 high-net-worth clients according to their SEC filing dated July 12, 2023. View client details ↓
According to their SEC Form ADV, BRIGGS ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRIGGS ADVISORY GROUP, INC. manages $421 million in client assets according to their SEC filing dated July 12, 2023.
According to their SEC Form ADV, BRIGGS ADVISORY GROUP, INC. 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: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.98%
Average Client Assets: $3.3 million
Total Client Accounts: 968
Discretionary Accounts: 968
Regulatory Filings
CRD Number: 291947
Filing ID: 1774465
Last Filing Date: 2023-07-12 09:54:00