RIA Intel›Advisers›Rhode Island›BRIGGS ADVISORY GROUP, INC.

BRIGGS ADVISORY GROUP, INC.

Advisory

N·LINCOLN, RI

Data as of Jul 12, 2023 · Source: SEC Form ADV

Total AUM
$421M
1-Year AUM Growth
-2.7%
3-Year CAGR
+8.3%
Employees
6
Assets Under Management
Total AUM$421M
Discretionary AUM$421M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJan 23, 2018
Latest FilingJul 12, 2023
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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