Overview
Assets Under Management: $113 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
L.J. BREY, INC. 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 #113996), L.J. BREY, INC. is subject to fiduciary duty under federal law.
L.J. BREY, INC. serves 37 high-net-worth clients according to their SEC filing dated December 24, 2025. View client details ↓
According to their SEC Form ADV, L.J. BREY, INC. offers financial planning and portfolio management for individuals. View all service details ↓
L.J. BREY, INC. manages $113 million in client assets according to their SEC filing dated December 24, 2025.
According to their SEC Form ADV, L.J. BREY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 113996
Filing ID: 2035864
Last Filing Date: 2025-12-24 11:21:44
Website: 0