Insights

Boutique Firm Target small financial services firms with personalized advisory capabilities, offering scalable wealth management solutions that align with their emphasis on trust, personal attention, and long-term client partnerships.

Tech Footprint Leverage opportunities to upsell technology-enabled client experience improvements and data security services, noting their current stack includes WordPress and common web technologies for potential digital transformation needs.

Growth Gap Position targeted back-office and financial operations support for a firm with lean headcount, highlighting fractional CFO, financial planning, and compliance services to help scale operations without heavy headcount increases.

Revenue Tier Focus on value-based engagement proposals suitable for firms with revenue under one million, offering affordable, phased service packages that demonstrate measurable ROI and client outcomes.

Market Position Capitalize on their independent advisory stance by offering strategic partnerships or white-label solutions that complement their consulting model and reinforce trusted client relationships.

Similar companies to Bregger & Associates

Bregger & Associates Tech Stack

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

  • CNZZ
    Analytics
  • Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • Nginx
    Web Servers

Bregger & Associates's Email Address Formats

Bregger & Associates uses at least 0 email formats:
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 CNZZ, WordPress, jQuery Migrate, Lodash, Slider Revolution, Apache, Apache HTTP Server and Nginx.
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

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