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MICHAEL BRADY & CO., LLC

28871 Center Ridge Road
Suite 102
Westlake, Ohio 44145
Tel: 440-235-2100

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About MICHAEL BRADY & CO., LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#130093
SEC#801-112508
Assets Managed by Firm$228,280,792
No. of Clients646
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total646$228,280,792
Individuals (other than high net worth individuals)163$66,810,488
High net worth individuals54$161,470,304

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