Alice Jean Bryan is a large advisory firm based in Indianapolis. It manages $54.6 million of regulatory assets for 810 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Indiana and Kentucky.
Alice Jean Bryan provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alice Jean Bryan is $54.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alice Jean Bryan for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Alice Jean Bryan performs its advisory services is located at 3021 E. 98 Th Street, Indianapolis, IN 46280, 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 317-818-1776 or by fax 317-818-1774. The normal business hours are 8:00 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at intrepidfinancial.com.