Overview
Assets Under Management: $413 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 56
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.52
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 253
Discretionary Accounts: 253
Regulatory Filings
CRD Number: 170289
Last Filing Date: 2024-03-27 00:00:00
Website: https://braycapitaladvisors.com