BRIGHTON ADVISORY GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ENCINO, California
CRD number
134844
Fee structure
Hourly Charges, Fixed Fees, Commissions
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brighton Advisory Group operates as a small, corporate insurance broker that supplements insurance distribution with financial planning and client education. Its business model blends paid advisory work—hourly and fixed fees—with commission-based insurance sales, so client engagements are likely a mix of project-based planning and product placement rather than ongoing discretionary portfolio management. The firm is not positioned as a capital allocator; it does not report multi-state advisory activity, has no ESG focus listed, and does not position itself as a pension consultant or related adviser. Manager allocation activity appears limited, with the firm relying on third-party managers when clients need access to specialty exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • BARRY BOSCOE

    PresidentCRD 829946

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ENCINO, CA

LOS ANGELES

Location

ENCINO, CA

Headquartered in ENCINO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
5704 Lindley Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth