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BRETON CO
105 Atsion Road Stes B&D
Medford, New Jersey 08055
Tel: 609-654-1212
About BRETON CO
BRETON CO, formally registered with the SEC as BRETON CO. The firm was established in 05/13/1988. They have over 1 offices throughout the country.
BRETON CO is a Medford, New Jersey based Financial Planning firm with nearly $125,089,971 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105606 |
| SEC# | 801-31969 |
| Assets Managed by Firm | $125,089,971 |
| No. of Clients | 21 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (PERCENTAGE OF NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $125,089,971 |
| Individuals (other than high net worth individuals) | 7 | $9,720,050 |
| High net worth individuals | 13 | $115,361,570 |
| Charitable organizations | 1 | $8,351 |
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|---|---|---|---|
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| $499,516,358,508 | 637 | 925 | |
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