Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > iselin > BRAVIAS CAPITAL GROUP, LLC
BRAVIAS CAPITAL GROUP, LLC
33 Wood Avenue South, 6th Floor
Iselin, New Jersey 08830
Tel: 732-702-2600
About BRAVIAS CAPITAL GROUP, LLC
BRAVIAS CAPITAL GROUP, LLC, formally registered with the SEC as BRAVIAS CAPITAL GROUP, LLC. The firm was established in 07/21/2023. They have over 2 offices throughout the country.
BRAVIAS CAPITAL GROUP, LLC is a Iselin, New Jersey based Financial Planning firm with nearly $170,415,441 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289589 |
| SEC# | 801-128383 |
| Assets Managed by Firm | $170,415,441 |
| No. of Clients | 759 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 759 | $170,415,441 |
| Individuals (other than high net worth individuals) | 348 | $97,111,817 |
| High net worth individuals | 32 | $73,303,624 |
More Retirement Planning firms in Iselin, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Iselin, New Jersey