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BRAE HEAD, INC.
CRD 129265
16 SAYBROOK RD, ESSEX, CT, 06426, United States
Phone
413-746-3700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$90.6M
Discretionary AUM
$89.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $13.1M |
| High net worth individuals | 22 | $69.9M |
| Pension/profit sharing plans | 2 | $7.5M |
| Charitable organizations | 1 | $39K |
All web addresses on file
Official SEC filing: View on IAPD