BRETON CO

MEDFORD, NJ · CRD 105606 · IAPD ↗ · 609-654-1212

$134.0MRegulatory AUM

2Advisory reps

4Employees

19Clients

11-25Planning clients

0Private funds

1States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

January 2026 — BRETON CO (MEDFORD, NJ) left the SEC roster (was $134.0M RAUM, 2 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.