Overview
Assets Under Management: $228 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 646
Discretionary Accounts: 646
Regulatory Filings
CRD Number: 130093
Last Filing Date: 2025-01-23 00:00:00
Website: https://michaelbradyco.com