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Building 2MICHAEL BRADY & CO., LLC

Map pinWESTLAKE, OH
Phone440-235-2100
NotebookSEC #801-112508
Total AUM
$248.6M
Employees
2
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28871 CENTER RIDGE ROAD
SUITE 102
WESTLAKE
OH 44145
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
440-235-2100

ReceiptFinancials

Total AUM
$248.6M
Accounts
614
Discretionary
$248.6M
Accounts
614
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
163
AUM
$62.3M
HNW Individual Clients
55
AUM
$186.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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