BRECKINRIDGE CAPITAL ADVISORS INC

125 High Street
Suite 431
Boston, Massachusetts 02110-1529
Tel: 617-443-0779

About BRECKINRIDGE CAPITAL ADVISORS INC

BRECKINRIDGE CAPITAL ADVISORS INC, formally registered with the SEC as BRECKINRIDGE CAPITAL ADVISORS INC. The firm was established in 04/29/1993. They have over 2 offices throughout the country.

BRECKINRIDGE CAPITAL ADVISORS INC is a Boston, Massachusetts based Financial Planning firm with nearly $47,857,100,752 assets under management, offering retirement planning & investment advisory services to 17848 clients. The firm is staffed with 92 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107143
SEC#	801-43833
Assets Managed by Firm	$47,857,100,752
No. of Clients	17848
No. of Advisors	92

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	17848	$47,857,100,752
Individuals (other than high net worth individuals)	8830	$5,064,082,747
High net worth individuals	7107	$25,950,882,793
Pension and profit sharing plans	37	$114,113,283
Charitable organizations	803	$7,028,530,195
Corporations or other businesses	978	$7,184,441,965

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