This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Vital northOptima insight +more
- Established Date
- 10-08-2008
- Office Locations
- 1
Office Locations
About Bryant & Brannock, Llc.
Bryant & Brannock is a Durham, NC advisory firm serving individuals and families with financial planning, insurance, and investment advice, and supporting public and private businesses with selection and ongoing management of employee benefit and retirement plans, including help meeting fiduciary responsibilities. Led by CFP Bill Bryant, the team emphasizes an independent, client-centered approach and access to alternative investments when appropriate.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM HARVEY BRYANT JR
Managing Partner
- CRD
- #4320326
- Ownership
- 75% or more
MICHAEL ARTHUR BRANNOCK
Financial Advisor, General Partner, PARTNER
- CRD
- #2957099
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
KARIN BEHE BRYANT
Financial Advisor, General Partner
- CRD
- #5717735
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,886,546 | -- |
| Non-Discretionary | $39,023,756 | -- |
| Total | $62,910,302 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $62,910,302
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,411,326,342 | 100.0% |
| Total | $7,411,326,342 | 100.0% |