B
CRD: 113505
Brascia Investment Management, Inc.
Mission Viejo, CA
9498308900
$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
23 yrs Firm Age
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- Custodian
- Merrill Lynch ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
-- Mission Viejo CA
About Brascia Investment Management, Inc.
Brascia Investment Management, Inc. is a Mission Viejo-based RIA. The firm has been operating for 23 years. Managing $48.0M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$48.0M AVG AUM / ADVISOR
$800.0K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Vital prime Peak
Investment Themes
Summit timber Bridge
Investment Vehicles
Focus quantum
Services
Ridge Optima North ridge Atlas optima Momentum fusion Quantum peak
Owner & Executives
V
VINCENT FRANK BRASCIA JR
Owner, President
- CRD
- #2733484
- Ownership
- 75% or more
(513) 720-4196
peak.ridge@harborcapital.com
in linkedin.com/in/value-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,000,000
Equity - Exchange:
18.6% Cash:
81.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $389,241,948 | 18.6% |
| Cash | $1,703,456,696 | 81.4% |
| Total | $2,092,698,644 | 100.0% |