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Building 2BRAVIAS FINANCIAL

Map pinISELIN, NJ
Phone732-702-2600
NotebookSEC #801-128383
Total AUM
$212M
Employees
12
Clients
439

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 WOOD AVENUE SOUTH, 6TH FLOOR
ISELIN
NJ 08830
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
732-702-2600
Other Offices
1

ReceiptFinancials

Total AUM
$212M
Accounts
857
Discretionary
$209.5M
Accounts
855
Non-Discretionary
$2.5M
Accounts
2

ContactClients

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Individual Clients
400
AUM
$123.5M
HNW Individual Clients
39
AUM
$88.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMDNCNHNJNMNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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