Overview
Assets Under Management: $366 million
Headquarters: DOWNINGTOWN, PA
High-Net-Worth Clients: 106
Average Client Assets: $0.7 million
Frequently Asked Questions
BRUTON FINANCIAL 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 #127181), BRUTON FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BRUTON FINANCIAL ADVISORS, LLC is headquartered in DOWNINGTOWN, PA.
BRUTON FINANCIAL ADVISORS, LLC serves 106 high-net-worth clients according to their SEC filing dated January 24, 2018. View client details ↓
According to their SEC Form ADV, BRUTON FINANCIAL 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 FINANCIAL ADVISORS, LLC manages $366 million in client assets according to their SEC filing dated January 24, 2018.
According to their SEC Form ADV, BRUTON FINANCIAL 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: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.34%
Average Client Assets: $0.7 million
Total Client Accounts: 704
Discretionary Accounts: 704
Regulatory Filings
CRD Number: 127181
Filing ID: 1167118
Last Filing Date: 2018-01-24 17:39:00