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| Happy Holidays!! thanks for using AUM13F!! |
| Stacey Braun Associates Inc
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| CRD # | 105056 |
| SEC # | 801-10933 |
| CIK # | |
| AUM | $4.8 B (2025-03-19) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 212-226-7707 |
| Address | 377 Broadway New York, NY 10013-3934 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 890 | 0.3 |
| (b) Individuals (high net worth individuals) | 10 | 0.1 |
| (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 | 51 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 54 | 0.5 |
| (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 | 7 | 0.1 |
| (n) Other | 82 | 1.4 |
| Total | 1,094 | 4.8 |
| By Discretionary | ||
| Discretionary | 1,092 | 4.8 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,094 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 1,094 | 4.8 |
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|---|---|---|
|
SVB Wealth LLC
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MA | 5.0 |
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Richard Bernstein Advisors LLC
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MO | 4.9 |
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|
SYM Financial Corporation
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|
Creativeone Wealth LLC
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KS | 4.8 |
|
Alesco Advisors LLC
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NY | 4.8 |
|
Baker Tilly Wealth Management LLC
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WI | 4.6 |
|
Integrated Advisors Network LLC
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TX | 4.6 |