BRETON FINANCIAL, INC.

BRETON CO
MEDFORD, New Jersey·2 registered advisors·CRD# 105606
SEC# 801-319690609-654-1212
01

Firm Overview

AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE OF NET WORTH
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRETON FINANCIAL, INC.

2 registered advisors
Patricia Feeney
MEDFORD, New Jersey
Roseann Bove
MEDFORD, New Jersey
05

Office Locations

MEDFORD, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. BRETON FINANCIAL, INC. (CRD# 105606) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.