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BRYANT FINANCIAL ADVISORY, INC.

CRD 165189

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$86.7M

Discretionary AUM

$77.7M

Team

2 total employees; 1 advisory reps; 15 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals6$2.4M
High net worth individuals25$80.3M

All web addresses on file

Official SEC filing: View on IAPD