Bryant Financial Advisory, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 165189
- Website
- bryantfinancialadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.61%
- Charitable Organizations4.66%
- Individuals2.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bryant Financial Advisory, Inc. is an independent, individually owned registered investment adviser operating from Maryland that focuses on clients who are individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and helps clients select other advisers. It also runs educational seminars and workshops. Bryant Financial charges fees as a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm describes itself as a capital allocator and uses third-party managers for certain strategies. It does not identify as an active ESG investor and is structured as a state-registered adviser rather than a multi-state RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Nancy Bryant
Wealth ManagerCRD 1216795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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