Byrne Asset Management, LLC is a large advisory firm based in Princeton. It manages $135.86 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Jersey and New York.
Byrne Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Byrne Asset Management, LLC is $135.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 210% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Byrne Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jr Brendan Thomas Byrne is high net worth individuals with 111 clients and $89.38 million of assets under management. Among the 9 most similar advisory firms, Byrne Asset Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $135.86 million for 113 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Byrne Asset Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jr Brendan Thomas Byrne has been acting as President since 1 Jan 1999. Brendan Thomas Byrne joined the executive team most recently as the Managing Member / Chief Compliance Officer.
The principal office where Byrne Asset Management, LLC performs its advisory services is located at 195 Nassau St., Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-497-1776 or by fax 609-497-1770. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at byrneasset.com.