Braeside Investments, LLC

Braeside Investments, LLC (CRD# 131184) is a financial advisory firm headquartered in Dallas, TX. They manage $120,845,574 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

14841 Dallas Parkway, Suite 415, Dallas, TX 75254

https://www.linkedin.com/company/braeside-capital-l.p.

By the Numbers

Total Assets Under Management

121

MILLION
Total Number of Accounts

3

ACCOUNTS
Average Account Value

$40,281,858

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Braeside Investments, LLC

Showing 1 - 2 of 2 top financial advisors.

Steven P. McIntyre

CRD#: 4787402

5430 Lbj Freeway, Suite 1200, Dallas, TX 75240

Steven McIntyre (CRD# 4787402) is an Investment Advisor Representative working at Braeside Investments, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Todd J. Stein

CRD#: 4787398

14841 Dallas Parkway, Suite 415, Dallas, TX 75254

Todd Stein (CRD# 4787398) is an Investment Advisor Representative working at Braeside Investments, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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