BRADLEY FOSTER & SARGENT INC

185 Asylum Street
City Place Ii, 11th Floor
Hartford, Connecticut 06103-3402
Tel: 860-527-8050

About BRADLEY FOSTER & SARGENT INC

BRADLEY FOSTER & SARGENT INC, formally registered with the SEC as BRADLEY FOSTER & SARGENT INC. The firm was established in 05/31/1994. They have over 7 offices throughout the country.

BRADLEY FOSTER & SARGENT INC is a Hartford, Connecticut based Financial Planning firm with nearly $7,676,519,110 assets under management, offering retirement planning & investment advisory services to 4546 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106928
SEC#	801-46616
Assets Managed by Firm	$7,676,519,110
No. of Clients	4546
No. of Advisors	52

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4546	$7,676,519,110
Individuals (other than high net worth individuals)	1196	$343,283,926
High net worth individuals	3172	$6,451,674,133
Pension and profit sharing plans	10	$20,407,038
Charitable organizations	95	$316,439,337
Corporations or other businesses	68	$394,047,359

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