Overview
Assets Under Management: $755 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 184
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 917
Discretionary Accounts: 901
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 147775
Last Filing Date: 2025-03-04 00:00:00
Website: https://brasadacapital.com