L.j. Brey, Inc.
L.j. Brey, Inc. (CRD# 113996) is a financial advisory firm headquartered in , . They manage $100,541,311 in 262 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
L.j. Brey, Inc.
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts262ACCOUNTS
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Average Account Value$383,745
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
HI, TX
Financial Advisors at L.j. Brey, Inc.
1
Lesley Brey (CRD# 2813196) is an Investment Advisor Representative working at L.j. Brey, Inc. in Honolulu, HI and has over 27 years of experience in the finance industry.
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