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Fulton Breakefield Broenniman,llc

● SEC registered since 2000CRD 108967SEC# 801-57836Bethesda, MD
Export (members)
Reg. AUM
$2.16B
Employees
21
Accounts
2,990
Location
Bethesda, MD

Fulton Breakefield Broenniman,llc assets under management

Fulton Breakefield Broenniman,llc is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2000. It reports $2.2 billion in regulatory assets under management and employs 21 people.

Fulton Breakefield Broenniman,llc owners & executives

4 reported
NameTitleOwnershipSince
Bridget Marie Simpson ControlDirector Of Operations5-10%2017
Michael John Mussio ControlPresident25-50%2017
Stein Andre Olavsrud ControlChief Compliance Officer, Evp10-25%2019
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Frequently asked questions

How much does Fulton Breakefield Broenniman,llc manage?

Fulton Breakefield Broenniman,llc reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Fulton Breakefield Broenniman,llc have?

Fulton Breakefield Broenniman,llc reports 21 employees.

Where is Fulton Breakefield Broenniman,llc located?

Fulton Breakefield Broenniman,llc is based in Bethesda, MD and has been SEC-registered since 2000.

Does Fulton Breakefield Broenniman,llc disclose fund performance?

Fulton Breakefield Broenniman,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4520 East-West Highway, Suite 450, Bethesda, MD 20814
Phone301-657-8870
Fax301-657-0866
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.16B
Non-discretionary$0
Total (RAUM)$2.16B