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Building 2BRUTON FINANCIAL ADVISORS, LLC

Map pinDOWNINGTOWN, PA
Phone610-518-3900
NotebookSEC #801-63056
Total AUM
$366.3M
Employees
10
Clients
495

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

ReceiptFinancials

Total AUM
$366.3M
Accounts
704
Discretionary
$366.3M
Accounts
704
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
349
AUM
$31.3M
HNW Individual Clients
106
AUM
$74.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
27
AUM
$222.5M
Charitable Organization Clients
9
AUM
$5.5M
Government Entity Clients
1
AUM
$14.9M
Corporation or Business Clients
2
AUM
$17.6M

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
DEFLMDNHNJNYOHPA

HandshakeAffiliates

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

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