N
$96.8M Total AUM
$96.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
31 yrs Firm Age
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- Custodian
- Fiduciary Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-1995
- Office Locations
- 1
Office Locations
101 Federal Street Suite #1900 Boston MA
About Nathanael R. Brayton, CFA
Nathanael R. Brayton, CFA is a Boston-based RIA. The firm has been operating for 31 years. Managing $96.8M in total assets under management, with 1 advisory representatives. They custody assets with Fiduciary Trust.
Team overview
-- AVG AGE
$96.8M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
30.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
N
NATHANAEL ROTCH BRAYTON
Owner
- CRD
- #4753730
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,838,765 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,838,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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