28871 Center Ridge Road
Suite 102
Westlake, Ohio 44145
Tel: 440-235-2100
MICHAEL BRADY & CO, LLC, formally registered with the SEC as MICHAEL BRADY & CO, LLC. The firm was established in 02/23/2018. They have over 1 offices throughout the country.
MICHAEL BRADY & CO., LLC is a Westlake, Ohio based Financial Planning firm with nearly $228,280,792 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130093 |
| SEC# | 801-112508 |
| Assets Managed by Firm | $228,280,792 |
| No. of Clients | 646 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 646 | $228,280,792 |
| Individuals (other than high net worth individuals) | 163 | $66,810,488 |
| High net worth individuals | 54 | $161,470,304 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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