BRYAN ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$120K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
CANONSBURG, Pennsylvania
CRD number
153659
Registered since
May 23, 2019
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans67.54%
  • Individuals32.46%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bryan Advisory Services, LLC is a small, SEC-registered LLC that began registration in 2019 and is owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on portfolio management for individuals, small businesses, and some pension consulting work. Its revenue model is fee-based, charging a percentage of assets under management, and it also engages in sales of other financial products. The firm identifies as a single-state adviser and lists an industry affiliation as a sponsor of limited partnerships that exclude pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • RICHARD BRYAN

    Managing MemberCRD 807467

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CANONSBURG, PA

WASHINGTON

Location

CANONSBURG, PA

Headquartered in CANONSBURG, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
WASHINGTON
Address
125 Technology Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth