Bryant Group Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,000,000
Total clients
40
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$75,000
About
Bryant Group Advisors manages discretionary investment accounts for individual investors and small businesses, focusing on retirement planning and ongoing portfolio management primarily implemented with index mutual funds. The firm may hold individual equity and fixed‑income positions but generally deploys broadly diversified index funds as the core of client portfolios.
The adviser begins with an initial meeting and a detailed questionnaire to establish a client’s risk/reward profile and then assigns clients to conservative, moderate, or growth allocations with specified fixed‑income/equity mixes. Clients are not permitted to impose investment restrictions or submit lists of desired securities, and the firm states it executes index fund purchases at end‑of‑day pricing to avoid timing advantages.
The firm manages roughly $3 million across about 40 client accounts, with a portfolio manager responsible for periodic account reviews (typically quarterly) and clients receiving monthly statements directly from the custodian rather than firm‑produced reports. Notable procedural features that distinguish the firm from many peers include an explicit avoidance of third‑party sales compensation, a stated policy of not recommending or selecting broker‑dealers for clients, and the adviser’s note that certain SEC advisor compliance rules (e.g., Rule 204A‑1) do not apply.
Client services
Portfolio management
Expertise
General retirement planning
Fee options
$0 - $19,999: Minimum fee of $350 per year $20,000 - $99,999: 2% of assets annually $100,000 - $499,999: 1% of assets annually $500,000+: 0.75% of assets annually
Minimum fee: $350 per year (minimum fee for assets $0-$19,999)
Main office location
Bryant Group Advisors
42 Broadway, Suite 12 491
New York NY 10004, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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