Overview
Assets Under Management: $278 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 237
Discretionary Accounts: 228
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 315635
Last Filing Date: 2024-02-23 00:00:00
Website: https://bradyfamilywealth.com