$90.6M Total AUM
$89.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
28 yrs Firm Age
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- Custodian
- Amalgamated Bank · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-07-1997
- Office Locations
- 1
Office Locations
16 Saybrook Road Essex CT
About Brae Head, Inc.
Brae Head, Inc. is a Connecticut-based RIA serving retail and institutional clients with portfolio construction, asset allocation, and financial planning. Portfolios are implemented primarily with equity ETFs and public funds, with mutual funds also used. The firm publishes current commentary by President Dennis M. O’Connor and posts its Form ADV and performance reporting online.
Team overview
73 AVG AGE
$90.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DENNIS MARTIN O'CONNOR
President
- CRD
- #1541112
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,320,823 | -- |
| Non-Discretionary | $1,261,957 | -- |
| Total | $90,582,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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