Michael Brady & Co LLC

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Assets, Funds, Holdings

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Michael Brady & Co LLC
CRD #130093
SEC #801-112508
CIK #
AUM $196.0 MM (2024-01-11)
Employees 2 (100% Investors, 0% Brokers)
Phone440-235-2100
Address28871 Center Ridge Road
Westlake, OH 44145
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002004201120182025
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
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
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