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
http://www.ljbreyinc.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

HI, TX

Financial Advisors at L.j. Brey, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lesley Brey, financial advisor Honolulu HI
Lesley J. Brey
CRD#: 2813196
Honolulu, HI

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.

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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