Bent Bruce Associates Inc (Palm Beach)

Bent Bruce Associates Inc is a large advisory firm based in Palm Beach. It manages $101.09 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Bent Bruce Associates 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.

Bent Bruce Associates: assets under management

The assets under management (AUM) of Bent Bruce Associates Inc is $101.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.81 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bent Bruce Associates Inc for their services and products based on a percentage of assets under management. 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 Bent Bruce Associates Inc

Bruce Duval Bent has been acting as President since 1 Jan 1985. Forsyth And Company Inc. Aft joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Duval Bent	President	1 Jan 1985	75% - 100%	4341555
Forsyth And Company Inc. Aft	Managing member	1 Apr 2008	Other	137404
David Forsyth	Chief compliance officer	1 Apr 2008	Other	600474
Larry Norman Aft	Managing member	1 Apr 2008	Other	1747537

Based in Palm Beach

The principal office where Bent Bruce Associates Inc performs its advisory services is located at 400 Royal Palm Way, Suite 410, Palm Beach, FL 33480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.