BRUTON FINANCIAL ADVISORS, LLC
CRD #127181 SEC #801-63056 DOWNINGTOWN, PA 610-518-3900
SEC Registered
Total AUM
$366.3M
Discretionary
$366.3M
Employees
10
Clients
101
Accounts
704
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $366.3M | $366.3M | $0 | 10 | 0 |
| Aug 2017 | $324.7M | $324.7M | $0 | 10 | 400 |
| Mar 2017 | $324.7M | $324.7M | $0 | 10 | 400 |
| Sep 2016 | $283.7M | $283.7M | $0 | 3 | 450 |
| Mar 2016 | $283.7M | $283.7M | $0 | 3 | 450 |
| Mar 2015 | $280M | $280M | $0 | 4 | 850 |
| Jul 2014 | $265M | $265M | $0 | 4 | 600 |
| Mar 2014 | $265M | $265M | $0 | 4 | 600 |
| Sep 2013 | $208.9M | $208.9M | $0 | 6 | 800 |
| Mar 2013 | $208.9M | $208.9M | $0 | 6 | 750 |
| Mar 2012 | $172.5M | $172.5M | $0 | 1 | 400 |
| Dec 2011 | $182.9M | $182.9M | $0 | 1 | 251 |
| May 2010 | $147.5M | $147.5M | $0 | 5 | -- |
| Apr 2010 | $147.5M | $147.5M | $0 | 5 | -- |
| Mar 2009 | $108.6M | $108.6M | $0 | 5 | -- |
| Dec 2007 | $115M | $115M | $0 | 5 | -- |
| Mar 2007 | $115M | $115M | $0 | 5 | -- |
| Mar 2006 | $102.6M | $102.6M | $0 | 5 | -- |
| Oct 2005 | $83M | $83M | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateJan 2018
Total AUM$366.3M
Discretionary$366.3M
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees10
Clients400
DateSep 2016
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees3
Clients450
DateMar 2016
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees3
Clients450
DateMar 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees4
Clients850
DateJul 2014
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees4
Clients600
DateMar 2014
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees4
Clients600
DateSep 2013
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees6
Clients800
DateMar 2013
Total AUM$208.9M
Discretionary$208.9M
Non-Disc.$0
Employees6
Clients750
DateMar 2012
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees1
Clients400
DateDec 2011
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees1
Clients251
DateMay 2010
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--