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James Marshall Bruton

BRUTON CHISNELL ADVISORS, LLC·DOWNINGTOWN, Pennsylvania
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521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA 19335CRD# 3010121Firm CRD# 293192
01

About

James Marshall Bruton is a registered financial advisor based in DOWNINGTOWN, Pennsylvania, affiliated with BRUTON CHISNELL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRUTON CHISNELL ADVISORS, LLC
BRUTON CHISNELL ADVISORS, LLC
AUM
$644M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3010121
Firm CRD# 293192
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Marshall Bruton offer?
James Marshall Bruton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNINGTOWN, Pennsylvania for a consultation.
What are James Marshall Bruton's credentials?
James Marshall Bruton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Marshall Bruton located?
James Marshall Bruton is based in DOWNINGTOWN, Pennsylvania, working with BRUTON CHISNELL ADVISORS, LLC. Their office serves clients in the DOWNINGTOWN metropolitan area and surrounding communities.
How does James Marshall Bruton charge for services?
James Marshall Bruton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRUTON CHISNELL ADVISORS, LLC?
BRUTON CHISNELL ADVISORS, LLC has approximately 3 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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