$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2015
- Office Locations
- 1
Office Locations
42 Broadway, Suite 12-491 NEW York NY
About Bryant Group Advisors
Bryant Group Advisors is a New York-based RIA providing transparent investment management and retirement planning for individual investors, including IRA rollovers, Roth IRAs, retirement plan design, and account consolidation. The firm manages investment and retirement portfolios and emphasizes long-tenured client service (28+ years). Accounts are custodied with Charles Schwab and Morgan Stanley.
Team overview
57 AVG AGE
$3.0M AVG AUM / ADVISOR
$40.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Technology
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Owner & Executives
DALE BRYANT
Advisor, President
- CRD
- #1941784
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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