Overview
Assets Under Management: $4.8 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 10
Average Client Assets: $8 million
Frequently Asked Questions
STACEY BRAUN ASSOCIATES 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 #105056), STACEY BRAUN ASSOCIATES INC is subject to fiduciary duty under federal law.
STACEY BRAUN ASSOCIATES INC is headquartered in NEW YORK, NY.
STACEY BRAUN ASSOCIATES INC serves 10 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, STACEY BRAUN ASSOCIATES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
STACEY BRAUN ASSOCIATES INC manages $4.8 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, STACEY BRAUN ASSOCIATES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.68
Average High-Net-Worth Client Assets: $8 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