BRYANT GROUP ADVISORS

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$75K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
277095
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bryant Group Advisors is a small, privately owned corporate RIA that focuses on portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage-of-AUM and fixed fees and does not position itself as an institutional allocator or pension consultant. Its filings indicate no active ESG program and a single-state footprint, suggesting a localized client base and hands-on advisory relationships. Given the firm's size and client focus, the investment approach is likely individualized rather than driven by model portfolios or large-scale product platforms.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • DALE BRYANT

    FounderCRD 1941784

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
42 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth