Brae Head, Inc.
Brae Head, Inc. (CRD# 129265) is a financial advisory firm headquartered in Essex, CT. They manage $65,859,615 in 96 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$686,038
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, TX
Financial Advisors at Brae Head, Inc.
1
Dennis O'connor (CRD# 1541112) is an Investment Advisor Representative working at Brae Head, Inc. in Essex, CT and has over 37 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.