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Michael Brady & Co LLC
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CRD # | 130093 |
SEC # | 801-112508 |
CIK # | |
AUM | $196.0 MM (2024-01-11) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 440-235-2100 |
Address | 28871 Center Ridge Road Westlake, OH 44145 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 186 | 61.6 |
(b) Individuals (high net worth individuals) | 37 | 77.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 584 | 138.9 |
By Discretionary | ||
Discretionary | 584 | 138.9 |
Non-Discretionary | 0 | 0.0 |
Total | 584 | 138.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 138.9 | |
Total | 584 | 138.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Capital Financial Group Inc
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|
CO | 0.2 |
CMC Financial Group LLC
✚
|
GA | 0.2 |
Matthias Private Wealth LLC
✚
|
FL | 0.2 |
WMS Advisors LLC
✚
|
NC | 0.2 |
Efinancial Alliance LLC
✚
|
TN | 0.2 |
OFG Financial Services Inc
✚
|
KS | 0.2 |
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
NorthStar Asset Management LLC
✚
|
NJ | 0.2 |