521 East Lancaster Avenue
Downingtown, Pennsylvania 19335
Tel: 610-518-3900
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 293192 |
SEC# | 801-112682 |
Assets Managed by Firm | $644,459,532 |
No. of Clients | 1682 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1682 | $644,459,532 |
Individuals (other than high net worth individuals) | 363 | $58,823,784 |
High net worth individuals | 149 | $253,107,077 |
Pension and profit sharing plans | 34 | $283,217,707 |
Charitable organizations | 12 | $6,247,326 |
Corporations or other businesses | 10 | $22,089,238 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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