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BRAESIDE INVESTMENTS, LLC
14841 Dallas Parkway
Suite 415
Dallas, Texas 75254
Tel: 214.276.9001
About BRAESIDE INVESTMENTS, LLC
BRAESIDE INVESTMENTS, LLC, formally registered with the SEC as BRAESIDE INVESTMENTS, LLC. The firm was established in 06/13/2011. They have over 1 offices throughout the country.
BRAESIDE INVESTMENTS, LLC is a Dallas, Texas based Financial Planning firm with nearly $120,845,574 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131184 |
| SEC# | 801-72448 |
| Assets Managed by Firm | $120,845,574 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $120,845,574 |
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