|
⚲
|
| Breton Financial Inc
✚
|
|
|---|---|
| CRD # | 105606 |
| SEC # | 801-31969 |
| CIK # | |
| AUM | $134.0 M (2025-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 609-654-1212 |
| Address | 105 Atsion Road Stes Bd Medford, NJ 08055 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 6.3 |
| (b) Individuals (high net worth individuals) | 13 | 126.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 134.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 19 | 134.0 |
| Total | 19 | 134.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.0 | |
| Total | 19 | 134.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McKinley Money LLC
✚
|
WI | 0.1 |
|
MCW Financial Inc
✚
|
KY | 0.1 |
|
Sonas Financial Group Inc
✚
|
MO | 0.1 |
|
Planwiser Financial LLC
✚
|
CO | 0.1 |
|
Garrison Bradford & Associates Inc
✚
|
NY | 0.1 |
|
The Carroll Group Inc
✚
|
0.1 | |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 0.1 |
|
TUVE Investment Management Inc
✚
|
IA | 0.1 |
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |
|
Applied Capital LLC
✚
|
0.1 |