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⚲
|
| Bruton Chisnell Advisors LLC
✚
| |
|---|---|
| CRD # | 293192 |
| SEC # | 801-112682 |
| CIK # | |
| AUM | $644.5 MM (2024-03-28) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 610-518-3900 |
| Address | 521 East Lancaster Avenue Downingtown, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 58.8 |
| (b) Individuals (high net worth individuals) | 149 | 253.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 283.2 |
| (h) Charitable organizations | 12 | 6.2 |
| (i) State or municipal government entities | 4 | 21.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 22.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,682 | 644.5 |
| By Discretionary | ||
| Discretionary | 1,653 | 420.5 |
| Non-Discretionary | 29 | 223.9 |
| Total | 1,682 | 644.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.5 | |
| Total | 1,682 | 644.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Consilium Wealth Management LLC
✚
|
CA | 0.6 |
|
Legacy Financial Strategies LLC
✚
|
KS | 0.6 |
|
Crane Advisory LLC
✚
|
CA | 0.6 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.6 |
|
JT Stratford LLC
✚
|
GA | 0.6 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.6 |
|
Lincoln Capital LLC
✚
|
NE | 0.6 |
|
Navigation Group LLC
✚
|
CA | 0.6 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.6 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.6 |