Overview
Assets Under Management: $644 million
Headquarters: DOWNINGTOWN, PA
High-Net-Worth Clients: 197
Average Client Assets: $1 million
Frequently Asked Questions
BRUTON CHISNELL 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 #293192), BRUTON CHISNELL ADVISORS, LLC is subject to fiduciary duty under federal law.
BRUTON CHISNELL ADVISORS, LLC is headquartered in DOWNINGTOWN, PA.
BRUTON CHISNELL ADVISORS, LLC serves 197 high-net-worth clients according to their SEC filing dated October 18, 2024. View client details ↓
According to their SEC Form ADV, BRUTON CHISNELL 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 ↓
BRUTON CHISNELL ADVISORS, LLC manages $644 million in client assets according to their SEC filing dated October 18, 2024.
According to their SEC Form ADV, BRUTON CHISNELL 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: 197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.23
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,682
Discretionary Accounts: 1,653
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 293192
Last Filing Date: 2024-10-18 00:00:00
Website: https://bcadvisors.com