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Bryan M. Place (Manlius)


Bryan M. Place is a large advisory firm based in Manlius. It manages $45.17 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.

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Bryan M. Place provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryan M. Place: assets under management

The assets under management (AUM) of Bryan M. Place is $45.17 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $44.01 million in discretionary accounts and $1.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $88.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryan M. Place 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.

Based in Manlius

The principal office where Bryan M. Place performs its advisory services is located at 104 Smith Street, Manlius, NY 13104, 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 315-682-0348 or by fax 315-682-0349. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.placefinancial.com.


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