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Building 2BRAY CAPITAL ADVISORS, LLC

Map pinNAPLES, FL
Phone239-451-6008
NotebookSEC #801-79105
Total AUM
$413.4M
Employees
5
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9115 CORSEA DEL FONTANA WAY
SUITE 200
NAPLES
FL 34109
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
239-451-6008
Other Offices
1

ReceiptFinancials

Total AUM
$413.4M
Accounts
253
Discretionary
$413.4M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$16.8M
HNW Individual Clients
56
AUM
$394.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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