Overview
Assets Under Management: $278 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Frequently Asked Questions
BRADY FAMILY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315635), BRADY FAMILY WEALTH, LLC is subject to fiduciary duty under federal law.
BRADY FAMILY WEALTH, LLC is headquartered in SAINT LOUIS, MO.
BRADY FAMILY WEALTH, LLC serves 69 high-net-worth clients according to their SEC filing dated February 23, 2024. View client details ↓
According to their SEC Form ADV, BRADY FAMILY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRADY FAMILY WEALTH, LLC manages $278 million in client assets according to their SEC filing dated February 23, 2024.
According to their SEC Form ADV, BRADY FAMILY WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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