Overview
Assets Under Management: $228 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
MICHAEL BRADY & CO., LLC 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 #130093), MICHAEL BRADY & CO., LLC is subject to fiduciary duty under federal law.
MICHAEL BRADY & CO., LLC is headquartered in WESTLAKE, OH.
MICHAEL BRADY & CO., LLC serves 54 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, MICHAEL BRADY & CO., LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MICHAEL BRADY & CO., LLC manages $228 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, MICHAEL BRADY & CO., LLC serves high-net-worth individuals. View client details ↓
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