L.J. Brey, Inc.
RIASEC & State Registered
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$457K
Accounts
257
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 113996
- Registered since
- January 5, 2026
- Website
- ljbreyinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.59%
- Individuals6.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
L.J. Brey, Inc. is an independent registered investment adviser organized as a corporation. The firm is positioned to serve individual and family clients, delivering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements include both percentage-of-assets-under-management and fixed-fee engagements. The firm is not identified as an active ESG investor and does not report acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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