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Building 2STACEY BRAUN ASSOCIATES INC

Map pinNEW YORK, NY
Phone212-226-7707
NotebookSEC #801-10933
Total AUM
$5.5B
Employees
17
Clients
1,091

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
377 BROADWAY
NEW YORK
NY 10013-3934
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
212-226-7707

ReceiptFinancials

Total AUM
$5.5B
Accounts
1,091
Discretionary
$5.4B
Accounts
1,089
Non-Discretionary
$60.5M
Accounts
2

ContactClients

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Individual Clients
883
AUM
$328.7M
HNW Individual Clients
12
AUM
$102.3M
Pension/Profit Sharing Plan Clients
49
AUM
$2.8B
Government Entity Clients
60
AUM
$653.3M
Corporation or Business Clients
6
AUM
$62.8M
Other Clients
81
AUM
$1.5B
Description of Other Clients
WELFARE, ANNUITY, APPRENTICE & RETRAINING, EDUCATION, SEVERANCE, UNEMPLOYMENT, OPERATING, FOUNDATIONS, SCHOLARSHIP

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNJNYPATXVA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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