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BRAVE WARRIOR ADVISORS, LLC
12 East 49th Street
24th Fl.
New York, New York 10017
Tel: 212-421-9760
About BRAVE WARRIOR ADVISORS, LLC
BRAVE WARRIOR ADVISORS, LLC, formally registered with the SEC as BRAVE WARRIOR ADVISORS, LLC. The firm was established in 04/20/1987. They have over 5 offices throughout the country.
BRAVE WARRIOR ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $5,235,785,937 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108894 |
| SEC# | 801-29459 |
| Assets Managed by Firm | $5,235,785,937 |
| No. of Clients | 284 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 284 | $5,235,785,937 |
| Individuals (other than high net worth individuals) | 14 | $5,813,613 |
| High net worth individuals | 83 | $3,585,518,784 |
| Pension and profit sharing plans | Fewer than 5 clients | $20,278,077 |
| Charitable organizations | 8 | $1,218,541,463 |
| Corporations or other businesses | 6 | $178,171,641 |
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