Stacey Braun Associates, Inc

www.staceybraun.com

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.

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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.

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Country

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State

Florida

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Industry

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Employees

11-50

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Founded

1977

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Vice President Sales / Client Services at Stacey Braun Associates

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager / Portfolio Ops Manager and Data Analyst

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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