Fulton Breakefield Broenniman,LLC is a large advisory firm based in Bethesda. It manages $1.12 billion of regulatory assets for 2,885 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.
Fulton Breakefield Broenniman provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fulton Breakefield Broenniman,LLC is $1.12 billion. The firm's AUM has grown by 328% since the beginning of its operation, and $1.83 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fulton Breakefield Broenniman,LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Susan Breakefield Fulton is individuals with 657 clients and $646.66 million of assets under management. Among the 12 most similar advisory firms, Fulton Breakefield Broenniman has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.12 billion for 811 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fulton Breakefield Broenniman doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Susan Breakefield Fulton has been acting as President since 1 Feb 2003. Stein Andre Olavsrud joined the executive team most recently as the Chief Compliance Officer, Evp.
The principal office where Fulton Breakefield Broenniman,LLC performs its advisory services is located at 4520 East West Highway, Bethesda, MD 20814, which is also the mailing address of the firm. An additional office of the firm is in Vienna, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-657-8870 or by fax 301-657-0866. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at fbbcapitalpartners.com.