Brumley International Group Incorporated is a large advisory firm based in Englewood. It manages $26.5 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, Florida, and 3 other states.
Brumley International Group Incorporated provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brumley International Group Incorporated is $26.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% 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 Brumley International Group Incorporated for their services and products based on a percentage of assets under management and performance-based 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.
Jerry Lynn Brumley has been acting as President since 1 Jun 2004. Ryuji Lee Brumley joined the executive team most recently as the Coo And Chief Compliance Officer.
The principal office where Brumley International Group Incorporated performs its advisory services is located at 7600 E. Arapahoe Rd. Ste. 219, Englewood, CO 80112, 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 303-808-7304 or by fax 720-488-6224. The normal business hours are 7am-7pm on Monday - Friday. You can find more information about the New York firm at www.brumleyinternationalgroup.com.