Breton Financial, Inc.
CRD 105606SEC# 801-31969Medford, NJ
No longer SEC-registered. Breton Financial, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$134M
Employees
4
Accounts
19
Location
Medford, NJ
Breton Financial, Inc. assets under management
Breton Financial, Inc. operates as an SEC-registered investment adviser based in Medford, NJ. It reports $134 million in regulatory assets under management and employs 4 people.
Breton Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Feeney Control | President | 50-75% | 1988 |
| Roseann Bove Control | Vice President / Chief Compliance Officer | 50-75% | 1988 |
Frequently asked questions
How much does Breton Financial, Inc. manage?
Breton Financial, Inc. reports $134 million in regulatory assets under management on its Form ADV.
How many employees does Breton Financial, Inc. have?
Breton Financial, Inc. reports 4 employees.
Where is Breton Financial, Inc. located?
Breton Financial, Inc. is based in Medford, NJ.
Does Breton Financial, Inc. disclose fund performance?
Breton Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 Atsion Road Stes B&d, Medford, NJ 08055 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$134MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$134Mregulatory AUM
Discretionary $0Non-discretionary $134M