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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