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Stacey Braun Associates, Inc

Stacey Braun Associates, Inc


Stacey Braun Associates, Inc's financial review

Stacey Braun Associates, Inc's Revenue (Yearly)

9M

Employees

15


Stacey Braun Associates, Inc information

Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations as well as individuals. In 1977 Stacey Braun‘s assets under management total approximately $60 million. Today the firm manages over $4.5 billion. Our growth has been primarily derived from investment manager searches a...
Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations as well as individuals. In 1977 Stacey Braun‘s assets under management total approximately $60 million. Today the firm manages over $4.5 billion. Our growth has been primarily derived from investment manager searches and referrals based upon our investment performance.In 2001, Stacey Braun created a "boutique" financial planning and investment division that is staffed with Registered Investment Advisors (RIA), Certified Financial Planners (CFP) and Enrolled Agents (EA) to assist individuals and families with meeting their financial goals.

Stacey Braun Associates, Inc industries

Investment management
Financial services

Stacey Braun Associates, Inc's financial review

Stacey Braun Associates, Inc's Revenue (Yearly)

9M

Employees

15

Employees

Vice President
Vice President
Portfolio Manager/Portfolio Ops Manager & Data Analyst
Office Manager
Bank reconciliation clerk

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