Unclaimed Profile

Colleen J Betzler

BRINTON EATON ASSOCIATES INC·MADISON, New Jersey

Clean recordBRINTON EATON ASSOCIATES INC

ONE GIRALDA FARMS, SUITE 130, MADISON, NJ 07940CRD# 4554875Firm CRD# 104846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colleen J Betzler · MADISON, NJ

Registration

CRD #4554875 · BRINTON EATON ASSOCIATES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Colleen J Betzler is a registered financial advisor based in MADISON, New Jersey, affiliated with BRINTON EATON ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRINTON EATON ASSOCIATES INC

BRINTON EATON

AUM

$610M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRINTON EATON ASSOCIATES INC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4554875

Firm CRD# 104846

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Colleen J Betzler offer?

Colleen J Betzler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, New Jersey for a consultation.

What are Colleen J Betzler's credentials?

Colleen J Betzler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen J Betzler located?

Colleen J Betzler is based in MADISON, New Jersey, working with BRINTON EATON ASSOCIATES INC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Colleen J Betzler charge for services?

Colleen J Betzler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRINTON EATON ASSOCIATES INC?

BRINTON EATON ASSOCIATES INC has approximately 11 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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