Overview
Assets Under Management: $21.7 billion
Headquarters: BERWYN, PA
High-Net-Worth Clients: 2,573
Average Client Assets: $3.0 million
Frequently Asked Questions
BRINKER CAPITAL 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 #111743), BRINKER CAPITAL INC is subject to fiduciary duty under federal law.
BRINKER CAPITAL INC is headquartered in BERWYN, PA.
BRINKER CAPITAL INC serves 2,573 high-net-worth clients according to their SEC filing dated October 02, 2018. View client details ↓
According to their SEC Form ADV, BRINKER CAPITAL INC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRINKER CAPITAL INC manages $21.7 billion in client assets according to their SEC filing dated October 02, 2018.
According to their SEC Form ADV, BRINKER CAPITAL INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,573
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.97%
Average Client Assets: $3.0 million
Total Client Accounts: 55,885
Discretionary Accounts: 46,378
Non-Discretionary Accounts: 9,507
Regulatory Filings
CRD Number: 111743
Filing ID: 1243722
Last Filing Date: 2018-10-02 13:20:00