Insights

Personalized service Small team size (2-10 employees) suggests a high-touch, relationship-driven approach. Upsell opportunities may focus on bespoke financial planning, wealth management, and scalable services as client needs grow.

SMB market fit Industry and revenue signals indicate mid-market financial planning services. Target expansion could include mid-sized business owner advisory, retirement planning for executives, and succession planning services.

Tech enablement Current tech stack includes standard web and server technologies. Leverage digital platforms for client onboarding, secure data sharing, and telefinancial consultations to improve efficiency and broaden outreach.

Growth potential Revenue is in the low-to-mid single digits million range with a lean team. Cross-sell to existing clients and introduce scalable advisory services to increase average revenue per client.

Competitive positioning Operating alongside large staffing and advisory firms, emphasize personalized trust-building and local presence. Develop differentiators around client partnership and accessibility to win reconsideration from potential clients.

Bregger & Associates Tech Stack

Bregger & Associates uses 8 technology products and services including CNZZ, MySQL, Modernizr, and more. Explore Bregger & Associates's tech stack below.

  • CNZZ
    Analytics
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • Nginx
    Web Servers

Bregger & Associates's Email Address Formats

Bregger & Associates uses at least 2 format(s):
Bregger & Associates Email FormatsExamplePercentage

Frequently Asked Questions

What is Bregger & Associates's phone number?

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You can contact Bregger & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bregger & Associates's official website and social media links?

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Bregger & Associates's official website is breggerassociates.com and has social profiles on LinkedIn.

How much revenue does Bregger & Associates generate?

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As of July 2026, Bregger & Associates's annual revenue is estimated to be <$1M.

What is Bregger & Associates's NAICS code?

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Bregger & Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Bregger & Associates have currently?

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As of July 2026, Bregger & Associates has approximately 3 employees across 1 continents, including North America. Key team members include Office Manager: M. S.. Explore Bregger & Associates's employee directory with LeadIQ.

What industry does Bregger & Associates belong to?

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Bregger & Associates operates in the Financial Services industry.

What technology does Bregger & Associates use?

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Bregger & Associates's tech stack includes CNZZMySQLModernizrLodashjQuery MigrateApacheApache HTTP ServerNginx.
Bregger & Associates logo

Bregger & Associates

Financial ServicesTexas, United States2-10 Employees

Bregger & Associates operates in the financial services space, offering financial consulting services that focus on personalized client support rather than generic account management. The firm emphasizes building trust and partnerships with clients, aiming to support individuals as they work toward their financial goals through direct, attentive service. Based in Austin, Texas, the company presents itself as approachable, with a commitment to dedicated effort and ongoing client engagement rather than solely transactional interactions. The small team size suggests a tailored, relationship-driven approach to financial guidance within its market.

The company’s target market appears to be individuals seeking personal financial guidance and a more hands-on relationship with their advisor. Positioned within financial services, Bregger & Associates differentiates itself through a philosophy of personal attention and sustained client contact. While specific services are not detailed in the provided information, the emphasis on personal attention and partnership indicates a focus on trust-based advisory relationships for clients in the Austin area. A recent notable context is its base of operations in the Texas capital, reflecting its regional focus and local client service orientation.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Bregger & Associates's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Bregger & Associates's revenue is estimated to be in the range of <$1M

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