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Building 2BRADY FAMILY WEALTH, LLC

Map pinSAINT LOUIS, MO
Phone(314) 919-9151
NotebookSEC #801-122035
Total AUM
$312.7M
Employees
5
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 SOUTH BRENTWOOD BLVD.
SUITE 880
SAINT LOUIS
MO 63144
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(314) 919-9151

ReceiptFinancials

Total AUM
$312.7M
Accounts
259
Discretionary
$259.8M
Accounts
250
Non-Discretionary
$52.9M
Accounts
9

ContactClients

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Individual Clients
42
AUM
$28.3M
HNW Individual Clients
66
AUM
$284.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTX

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

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