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Home > Retirement Planners > pennsylvania > canonsburg > BRYAN ADVISORY SERVICES, LLC
BRYAN ADVISORY SERVICES, LLC
125 Technology Drive
Suite 105
Canonsburg, Pennsylvania 15317
Tel: 724-746-4004
About BRYAN ADVISORY SERVICES, LLC
BRYAN ADVISORY SERVICES, LLC, formally registered with the SEC as BRYAN ADVISORY SERVICES, LLC. The firm was established in 05/23/2019. They have over 1 offices throughout the country.
BRYAN ADVISORY SERVICES, LLC is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $2,036,212 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153659 |
| SEC# | 801-116672 |
| Assets Managed by Firm | $2,036,212 |
| No. of Clients | 21 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $2,036,212 |
| Individuals (other than high net worth individuals) | 8 | $416,405 |
| Pension and profit sharing plans | 13 | $1,619,807 |
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