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HENRY BRAGG & CO.
2900 Weslayan St.
Ste 450
Houston, Texas 77027-5132
Tel: 713-393-9444
About HENRY BRAGG & CO.
HENRY BRAGG & CO, formally registered with the SEC as HENRY BRAGG & CO. The firm was established in 11/25/2020. They have over 1 offices throughout the country.
HENRY BRAGG & CO. is a Houston, Texas based Financial Planning firm with nearly $342,209,364 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311388 |
| SEC# | 801-119858 |
| Assets Managed by Firm | $342,209,364 |
| No. of Clients | 530 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 530 | $342,209,364 |
| Individuals (other than high net worth individuals) | 20 | $5,574,868 |
| High net worth individuals | 59 | $319,964,330 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,842,980 |
| Charitable organizations | Fewer than 5 clients | $11,827,186 |
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