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Home > Retirement Planners > missouri > saint louis > BRADY FAMILY WEALTH, LLC
BRADY FAMILY WEALTH, LLC
1401 South Brentwood Blvd.
Suite 880
Saint Louis, Missouri 63144
Tel: (314) 919-9151
About BRADY FAMILY WEALTH, LLC
BRADY FAMILY WEALTH, LLC, formally registered with the SEC as BRADY FAMILY WEALTH, LLC. The firm was established in 08/06/2021. They have over 2 offices throughout the country.
BRADY FAMILY WEALTH, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $278,355,497 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315635 |
| SEC# | 801-122035 |
| Assets Managed by Firm | $278,355,497 |
| No. of Clients | 237 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 237 | $278,355,497 |
| Individuals (other than high net worth individuals) | 29 | $17,177,815 |
| High net worth individuals | 69 | $244,225,439 |
| Pension and profit sharing plans | Fewer than 5 clients | $14,394,438 |
| Charitable organizations | Fewer than 5 clients | $2,557,805 |
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