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L.J. BREY, INC.
CRD 113996 · SEC 801-134762
TX, United States
Phone
(808) 526-2644
Fax
(808) 564-0884
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.3M
Discretionary AUM
$117.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $7.5M |
| High net worth individuals | 37 | $109.8M |
States served
TX, HI
All web addresses on file
Official SEC filing: View on IAPD