CRD: 165189
Bryant Financial Advisory, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2012
- Office Locations
- 1
Office Locations
About Bryant Financial Advisory, Inc.
Bryant Financial Advisory, Inc. is a Baltimore-based RIA serving retail clients with goal-based financial planning, investment planning and ongoing portfolio management, retirement planning, and asset protection/risk reviews. Portfolios are designed around each client’s risk profile, return expectations, and savings goals with at least annual progress check-ins. Notably, the firm does not sell insurance products—coverage is evaluated objectively.
Team overview
Insights
Investment Themes
Services
Owner & Executives
NANCY TROSKOWSKI BRYANT
President, Wealth Manager
- CRD
- #1216795
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,716,947 | -- |
| Non-Discretionary | $8,946,886 | -- |
| Total | $86,663,833 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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