CRD: 153659
Bryan Advisory Services, LLC
Canonsburg, PA, 15317
7247464004
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-16-2010
- Office Locations
- 1
Office Locations
125 Technology Drive Suite 105 Canonsburg PA
About Bryan Advisory Services, LLC
Bryan Advisory Services, LLC is a Canonsburg-based RIA. The firm has been operating for 15 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$120.2K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Crest value Insight radial Foundation
Investment Themes
Horizon Legacy frontier Pioneer catalyst Momentum
Investment Vehicles
Capital glacier
Services
Momentum Summit Atlas Vital Vertex Ridge
Owner & Executives
R
RICHARD GEORGE BRYAN JR
Managing Member, President
- CRD
- #807467
- Ownership
- 75% or more
(769) 624-3708
vital.insight@wavecapital.com
in linkedin.com/in/harbor-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,404,583 | $120,229 |
| Non-Discretionary | $0 | -- |
| Total | $2,404,583 | $120,229 |
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Separately Managed Accounts
Total SMA Asset: $2,404,583
Public Funds:
32.4% Cash:
67.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $769,519,087 | 32.4% |
| Cash | $1,605,539,822 | 67.6% |
| Total | $2,375,058,909 | 100.0% |