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BRAVE FAMILY ADVISORS
BRAVE ASSET MANAGEMENT, INC.
CRD 108512 · SEC 801-42617
47 SUMMIT AVENUE, SUMMIT, NJ, 07901, United States
Phone
908-522-8822
Fax
908-522-1022
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$624.3M
Discretionary AUM
$624.3M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $92.1M |
| High net worth individuals | 93 | $517.7M |
| Pension/profit sharing plans | 10 | $1.9M |
| Charitable organizations | 15 | $11.3M |
| Corporations/business entities | 4 | $1.3M |
States served
CA, ME, MA, NJ, NY, OH, PA, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD