Brinker Capital Inc is a large advisory firm based in Berwyn. It manages $20.84 billion of regulatory assets for 58,742 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Brinker Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brinker Capital Inc is $20.84 billion. The firm's AUM has grown by 672% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brinker Capital Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Irwin Charles Widger is individuals with 51,635 clients and $9.54 billion of assets under management. Among the 6 most similar advisory firms, Brinker Capital has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $19.15 billion for 58,739 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brinker Capital doesn't advise any private funds.
The company employs 160 people that are either part- or full-time employees. 9 percent of the employees work as investment advisers or researchers. 49 employees are registered as investment adviser representatives with the state securities authorities.
There are 300 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Irwin Charles Widger has been acting as President since 1 Dec 1995. James D Harrington has served as the Chief Investment Officer since 1 Sep 2001 and Noreen Darcy Beaman is the Chief Executive Officer of Brinker Capital Inc family office. John Edward Coyne joined the executive team most recently as the Executive Vice Chairman.
The principal office where Brinker Capital Inc performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-407-5500 or by fax 610-407-5407. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at brinkercapital.com.