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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