BRAGG FINANCIAL ADVISORS INC

1031 South Caldwell St
Suite 200
Charlotte, North Carolina 28203
Tel: 704-377-0261

About BRAGG FINANCIAL ADVISORS INC

BRAGG FINANCIAL ADVISORS INC, formally registered with the SEC as BRAGG FINANCIAL ADVISORS INC. The firm was established in 10/12/1999. They have over 1 offices throughout the country.

BRAGG FINANCIAL ADVISORS INC is a Charlotte, North Carolina based Financial Planning firm with nearly $3,904,367,607 assets under management, offering retirement planning & investment advisory services to 1552 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108780
SEC#	801-56890
Assets Managed by Firm	$3,904,367,607
No. of Clients	1552
No. of Advisors	33

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1552	$3,904,367,607
Individuals (other than high net worth individuals)	799	$256,729,047
High net worth individuals	681	$2,614,810,901
Charitable organizations	38	$54,982,793
Corporations or other businesses	32	$121,486,934

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