BRIGGS ADVISORY GROUP, INC.
CRD #291947 SEC #801-112491 LINCOLN, RI 401-334-3400
SEC Registered
Total AUM
$421.4M
Discretionary
$421.4M
Employees
8
Clients
1
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $421.4M | $421.4M | $0 | 8 | 9 |
| Mar 2023 | $421.4M | $421.4M | $0 | 8 | 9 |
| Mar 2022 | $433.1M | $433.1M | $0 | 10 | 8 |
| Feb 2021 | $361.1M | $361.1M | $0 | 9 | 4 |
| Jun 2020 | $330.4M | $330.4M | $0 | 9 | 0 |
| Feb 2020 | $330.4M | $330.4M | $0 | 9 | 0 |
| May 2019 | $270.8M | $270.8M | $0 | 9 | 0 |
| Mar 2019 | $270.8M | $270.8M | $0 | 9 | 0 |
| Jun 2018 | $275.2M | $275.2M | $0 | 7 | 0 |
| Feb 2018 | $0 | $0 | $0 | 10 | 0 |
| Jan 2018 | $0 | $0 | $0 | 10 | 0 |
DateJul 2023
Total AUM$421.4M
Discretionary$421.4M
Non-Disc.$0
Employees8
Clients9
DateMar 2023
Total AUM$421.4M
Discretionary$421.4M
Non-Disc.$0
Employees8
Clients9
DateMar 2022
Total AUM$433.1M
Discretionary$433.1M
Non-Disc.$0
Employees10
Clients8
DateFeb 2021
Total AUM$361.1M
Discretionary$361.1M
Non-Disc.$0
Employees9
Clients4
DateJun 2020
Total AUM$330.4M
Discretionary$330.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$330.4M
Discretionary$330.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0