Overview
Assets Under Management: $181 million
Headquarters: ISELIN, NJ
High-Net-Worth Clients: 33
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 817
Discretionary Accounts: 813
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 289589
Filing ID: 1928355
Last Filing Date: 2025-03-07 18:47:00
Website: https://braviasfinancial.com