Stacey Braun Associates, Inc
www.staceybraun.comStacey 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.
Read moreStacey 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.
Read moreCountry
State
Florida
Industry
Employees
11-50
Founded
1977
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President Sales / Client Services at Stacey Braun Associates
Email ****** @****.comPhone (***) ****-****Vice President
Email ****** @****.comPhone (***) ****-****Vice President
Email ****** @****.comPhone (***) ****-****Portfolio Manager / Portfolio Ops Manager and Data Analyst
Email ****** @****.comPhone (***) ****-****
Technologies
(18)