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BRAVE FAMILY ADVISORS
47 Summit Avenue
Summit, New Jersey 07901
Tel: 908-522-8822
About BRAVE FAMILY ADVISORS
BRAVE FAMILY ADVISORS, formally registered with the SEC as BRAVE FAMILY ADVISORS. The firm was established in 10/29/1992. They have over 2 offices throughout the country.
BRAVE FAMILY ADVISORS is a Summit, New Jersey based Financial Planning firm with nearly $491,288,899 assets under management, offering retirement planning & investment advisory services to 777 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108512 |
| SEC# | 801-42617 |
| Assets Managed by Firm | $491,288,899 |
| No. of Clients | 777 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 777 | $491,288,899 |
| Individuals (other than high net worth individuals) | 218 | $59,431,727 |
| High net worth individuals | 96 | $421,320,551 |
| Charitable organizations | 14 | $9,740,677 |
| Corporations or other businesses | 6 | $795,944 |
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|---|---|---|---|
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