BRETON FINANCIAL, INC.
Legal name: BRETON CO
CRD #105606 SEC #801-31969 MEDFORD, NJ 609-654-1212
SEC Registered
Total AUM
$134M
Discretionary
$0
Employees
4
Clients
25
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134M | $0 | $134M | 4 | 19 |
| Mar 2024 | $125.1M | $0 | $125.1M | 4 | 21 |
| Mar 2023 | $140M | $0 | $140M | 4 | 27 |
| Mar 2022 | $180.7M | $0 | $180.7M | 4 | 33 |
| Mar 2021 | $160.3M | $0 | $160.3M | 4 | 36 |
| Jun 2020 | $151.3M | $0 | $151.3M | 4 | 38 |
| Jun 2020 | $151.3M | $0 | $151.3M | 4 | 38 |
| Mar 2019 | $136.3M | $0 | $136.3M | 4 | 38 |
| Mar 2018 | $144M | $0 | $144M | 4 | 40 |
| Feb 2017 | $143.9M | $0 | $143.9M | 4 | 26 |
| Mar 2016 | $134.6M | $0 | $134.6M | 4 | 26 |
| Mar 2015 | $142.2M | $0 | $142.2M | 4 | 26 |
| Mar 2014 | $138M | $0 | $138M | 4 | 26 |
| Mar 2013 | $127.6M | $0 | $127.6M | 4 | 26 |
| Mar 2012 | $118.6M | $0 | $118.6M | 1 | 26 |
| Mar 2011 | $122M | $0 | $122M | 5 | -- |
| Mar 2009 | $126.7M | $0 | $126.7M | 5 | -- |
| Mar 2008 | $162.1M | $0 | $162.1M | 5 | -- |
| Mar 2007 | $163.6M | $0 | $163.6M | 5 | -- |
| Mar 2006 | $146.2M | $0 | $146.2M | 5 | -- |
| Jun 2005 | $147.4M | $0 | $147.4M | 5 | -- |
| Mar 2004 | $150M | $0 | $150M | 5 | -- |
| Mar 2002 | $136.2M | $0 | $136.2M | 5 | -- |
DateMar 2025
Total AUM$134M
Discretionary$0
Non-Disc.$134M
Employees4
Clients19
DateMar 2024
Total AUM$125.1M
Discretionary$0
Non-Disc.$125.1M
Employees4
Clients21
DateMar 2023
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees4
Clients27
DateMar 2022
Total AUM$180.7M
Discretionary$0
Non-Disc.$180.7M
Employees4
Clients33
DateMar 2021
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees4
Clients36
DateJun 2020
Total AUM$151.3M
Discretionary$0
Non-Disc.$151.3M
Employees4
Clients38
DateJun 2020
Total AUM$151.3M
Discretionary$0
Non-Disc.$151.3M
Employees4
Clients38
DateMar 2019
Total AUM$136.3M
Discretionary$0
Non-Disc.$136.3M
Employees4
Clients38
DateMar 2018
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees4
Clients40
DateFeb 2017
Total AUM$143.9M
Discretionary$0
Non-Disc.$143.9M
Employees4
Clients26
DateMar 2016
Total AUM$134.6M
Discretionary$0
Non-Disc.$134.6M
Employees4
Clients26
DateMar 2015
Total AUM$142.2M
Discretionary$0
Non-Disc.$142.2M
Employees4
Clients26
DateMar 2014
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients26
DateMar 2013
Total AUM$127.6M
Discretionary$0
Non-Disc.$127.6M
Employees4
Clients26
DateMar 2012
Total AUM$118.6M
Discretionary$0
Non-Disc.$118.6M
Employees1
Clients26
DateMar 2011
Total AUM$122M
Discretionary$0
Non-Disc.$122M
Employees5
Clients--
DateMar 2009
Total AUM$126.7M
Discretionary$0
Non-Disc.$126.7M
Employees5
Clients--
DateMar 2008
Total AUM$162.1M
Discretionary$0
Non-Disc.$162.1M
Employees5
Clients--
DateMar 2007
Total AUM$163.6M
Discretionary$0
Non-Disc.$163.6M
Employees5
Clients--
DateMar 2006
Total AUM$146.2M
Discretionary$0
Non-Disc.$146.2M
Employees5
Clients--
DateJun 2005
Total AUM$147.4M
Discretionary$0
Non-Disc.$147.4M
Employees5
Clients--
DateMar 2004
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateMar 2002
Total AUM$136.2M
Discretionary$0
Non-Disc.$136.2M
Employees5
Clients--