CRD: 297117
Bray Financial Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2018
- Office Locations
- 1
Office Locations
About Bray Financial Advisors LLC
Bray Financial Advisors LLC is a Mill Valley, CA RIA providing financial planning and investment advisory for clients building wealth, planning retirement, funding education, and legacy or retirement-income needs. The firm builds tailored, low-cost portfolios that balance risk, return, and fees and emphasizes transparent, institutional-grade strategies. Custody is supported via Charles Schwab and Interactive Brokers.
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Investment Themes
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Owner & Executives
THOMAS SCOTT BRAY
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6022307
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,702,971 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,702,971 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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