Bronwood Management Corp (Carpinteria)

Bronwood Management Corp is a large advisory firm based in Carpinteria. It manages $94.93 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Bronwood Management Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bronwood Management Corp: assets under management

The assets under management (AUM) of Bronwood Management Corp is $94.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bronwood Management Corp for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Bronwood Management Corp

Iii John Joseph Bessolo has been acting as President since 1 Dec 1996. Robert Braly Bessolo joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Bessolo	Director/president	1 Apr 1980	75% - 100%	1826210
William Bessolo	Director/cfo/asst. secy	1 May 1980	Other	2717829
William Bessolo	Director/cfo/asst. secy	1 May 1996	Other	2717829
Iii John Joseph Bessolo	Director	1 Dec 1996	Other	4362924
Robert Braly Bessolo	Director	1 Dec 1996	Other	4362929

Based in Carpinteria

The principal office where Bronwood Management Corp performs its advisory services is located at 5320 Carpinteria Avenue, Carpinteria, CA 93013, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.