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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