|
⚲
|
| Bruton Chisnell Advisors LLC
✚
|
|
|---|---|
| CRD # | 293192 |
| SEC # | 801-112682 |
| CIK # | |
| AUM | $514.2 MM (2023-03-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 610-518-3900 |
| Address | 521 East Lancaster Avenue Downingtown, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 65.3 |
| (b) Individuals (high net worth individuals) | 173 | 181.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 222.5 |
| (h) Charitable organizations | 11 | 3.6 |
| (i) State or municipal government entities | 4 | 19.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 22.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,409 | 514.2 |
| By Discretionary | ||
| Discretionary | 1,384 | 360.7 |
| Non-Discretionary | 25 | 153.6 |
| Total | 1,409 | 514.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.2 | |
| Total | 1,409 | 514.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AM Investment Strategies LLC
✚
|
TN | 0.5 |
|
Forthright Wealth Management LLC
✚
|
GA | 0.5 |
|
Tradewinds Capital Management LLC
✚
|
WA | 0.5 |
|
Phillips Capital Advisors Inc
✚
|
OK | 0.5 |
|
Dock Street Asset Management Inc
✚
|
FL | 0.5 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.5 |
|
Wealth Management Partners LLC
✚
|
AZ | 0.5 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.5 |
|
Tillman Hartley LLC
✚
|
CO | 0.5 |
|
Alexander Investment Services Co
✚
|
KY | 0.5 |