1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BRAVE FAMILY ADVISORS

Map pinSUMMIT, NJ
Phone908-522-8822
NotebookSEC #801-42617
Total AUM
$624.3M
Employees
7
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 SUMMIT AVENUE
SUMMIT
NJ 07901
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
908-522-8822
Other Offices
1

ReceiptFinancials

Total AUM
$624.3M
Accounts
922
Discretionary
$624.3M
Accounts
922
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
234
AUM
$92.1M
HNW Individual Clients
93
AUM
$517.7M
Pension/Profit Sharing Plan Clients
10
AUM
$1.9M
Charitable Organization Clients
15
AUM
$11.3M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLMAMENHNJNYOHPARITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account