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BRUTON CHISNELL ADVISORS, LLC

521 East Lancaster Avenue
Downingtown, Pennsylvania 19335
Tel: 610-518-3900

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About BRUTON CHISNELL ADVISORS, LLC

BRUTON CHISNELL ADVISORS, LLC, formally registered with the SEC as BRUTON CHISNELL ADVISORS, LLC. The firm was established in 01/22/2018. They have over 2 offices throughout the country.

BRUTON CHISNELL ADVISORS, LLC is a Downingtown, Pennsylvania based Financial Planning firm with nearly $644,459,532 assets under management, offering retirement planning & investment advisory services to 1682 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#293192
SEC#801-112682
Assets Managed by Firm$644,459,532
No. of Clients1682
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1682$644,459,532
Individuals (other than high net worth individuals)363$58,823,784
High net worth individuals149$253,107,077
Pension and profit sharing plans34$283,217,707
Charitable organizations12$6,247,326
Corporations or other businesses10$22,089,238

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