Home
›
Firms
›
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC
BOSTON, Massachusetts
·
10 registered advisors
·
CRD# 107143
SEC# 801-43833
1
617-443-0779
01
Firm Overview
AUM
$47.9B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at BRECKINRIDGE CAPITAL ADVISORS INC
10 registered advisors
Benjamin Michael Smelser
BOSTON, Massachusetts
CRD# 5885441
Christopher Jason Day
BOSTON, Massachusetts
CRD# 4027719
David Jude Madigan
BOSTON, Massachusetts
CRD# 1662777
George Putnam Beal
BOSTON, Massachusetts
CRD# 4359958
Jeffrey Michael Glenn
BOSTON, Massachusetts
CRD# 2877549
Laura Elizabeth Lake
BOSTON, Massachusetts
CRD# 2948116
Matthew Christopher Buscone
BOSTON, Massachusetts
CRD# 4492268
Ognjen Sosa
BOSTON, Massachusetts
CRD# 5081255
Peter Breckinridge Coffin
BOSTON, Massachusetts
CRD# 2661584
Phillip Adams Newell
BOSTON, Massachusetts
CRD# 2267815
05
Office Locations
BOSTON, Massachusetts
10 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BRECKINRIDGE CAPITAL ADVISORS INC (CRD# 107143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.