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Building 2BRUTON CHISNELL ADVISORS, LLC

Map pinDOWNINGTOWN, PA
Phone610-518-3900
NotebookSEC #801-112682
Total AUM
$772.5M
Employees
3
Clients
630

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 EAST LANCASTER AVENUE
DOWNINGTOWN
PA 19335
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-518-3900
Other Offices
1

ReceiptFinancials

Total AUM
$772.5M
Accounts
2,186
Discretionary
$542.7M
Accounts
2,151
Non-Discretionary
$229.8M
Accounts
35

ContactClients

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Individual Clients
393
AUM
$68M
HNW Individual Clients
184
AUM
$338.1M
Pension/Profit Sharing Plan Clients
35
AUM
$329.8M
Charitable Organization Clients
14
AUM
$11.9M
Government Entity Clients
4
AUM
$24.6M

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
DEFLMDNCNHNJNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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