Breckinridge Capital Advisors Review

Trust Score 98%
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Last updated: July 21st, 2019. Data source: SEC filings.

Breckinridge Capital Advisors, federally registered in 1993, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 27 advisors. Breckinridge Capital Advisors manages $36.5 billion and provides investment advisory services for 15,085 clients (1:559 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,421,698
Hybrid Advisor No
Disciplinary History No
Total AUM $36.5 billion
Advisor / Client Ratio 1:559
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 107143)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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