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Building 2L.J. BREY, INC.

Map pin
Phone(808) 526-2644
NotebookSEC #801-134762
Total AUM
$117.3M
Employees
1
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
MONDAY - THURSDAY
Phone
(808) 526-2644

ReceiptFinancials

Total AUM
$117.3M
Accounts
257
Discretionary
$117.3M
Accounts
257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$7.5M
HNW Individual Clients
37
AUM
$109.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
HITX

HandshakeAffiliates

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

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