Overview
Assets Under Management: $4.8 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 9
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.30
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,094
Discretionary Accounts: 1,092
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 105056
Filing ID: 1962535
Last Filing Date: 2025-03-19 15:49:00
Website: https://staceybraun.com