Bryant Financial Advisory, Inc. (Lutherville)

Name: Bryant Financial Advisory, Inc.
Address: 2360 West Joppa Road, Suite 319, Lutherville, MD, 21093
Telephone: 410-321-4913

Bryant Financial Advisory, Inc. is a large advisory firm based in Lutherville. It manages $30.2 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Maryland.

Bryant Financial Advisory provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryant Financial Advisory: assets under management

The assets under management (AUM) of Bryant Financial Advisory, Inc. is $30.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.6 million in discretionary accounts and $5.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $280 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryant Financial Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lutherville

The principal office where Bryant Financial Advisory, Inc. performs its advisory services is located at 2360 West Joppa Road, Suite 319, Lutherville, MD 21093, 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 410-321-4913 or by fax 410-558-6891. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.bryantfinancialadvisory.com.

Bryant Financial Advisory, Inc. (Lutherville)

Bryant Financial Advisory: assets under management

Fees & Commissions

Based in Lutherville

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