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Building 2BRIGGS ADVISORY GROUP, INC.

Map pinLINCOLN, RI
Phone401-334-3400
NotebookSEC #801-112491
Total AUM
$421.4M
Employees
8
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 ALBION ROAD
SUITE 440
LINCOLN
RI 02865
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
401-334-3400

ReceiptFinancials

Total AUM
$421.4M
Accounts
968
Discretionary
$421.4M
Accounts
968
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
333
AUM
$153.5M
HNW Individual Clients
76
AUM
$248.5M
Pension/Profit Sharing Plan Clients
15
AUM
$15.5M
Corporation or Business Clients
5
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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