BRUTON CHISNELL ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	293192
SEC#	801-112682
Assets Managed by Firm	$644,459,532
No. of Clients	1682
No. of Advisors	3

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 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

More Retirement Planning firms in Downingtown, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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