Bryant, Robby Thomas (Seneca)
Bryant, Robby Thomas is a large advisory firm based in Seneca. It manages $30.41 million of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.
Bryant, Robby Thomas provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Bryant, Robby Thomas: assets under management
The assets under management (AUM) of Bryant, Robby Thomas is $30.41 million, all of which is managed in discretionary accounts. 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.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bryant, Robby Thomas for their services and products based on a percentage of assets under management and hourly charges. 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.
Based in Seneca
The principal office where Bryant, Robby Thomas performs its advisory services is located at 1215 Cane Creek Drive, Seneca, SC 29672, 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 864-886-9766 or by fax 864-886-9767. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at magnoliaplan.com.
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