Bret Philip Bryce

Employer firm

Portside Wealth Group, LLC CRD 325175

$1.43B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → Present
  Law Office Of Bret Bryce
  Salt Lake, UT
• 09/2019 → 06/2023
  Townsquare Capital Llc
  South Jordan, UT
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2019-10-21 → 2023-06-23
  Townsquare Capital, Llc
  South Jordan, UT
  Lehi, UT
  Midvale, UT

Other Businesses

01/2010 Attorney- Self- Law office of Bret Bryce-local estate planning atty, not investment related. 07/2017- Brett Bryce- Fixed insurance agent- offering life and annuity products non investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-11

Other Names

• Bret Bryce