$117.3M Total AUM
$117.3M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North
- Established Date
- 01-27-1997
- Office Locations
- 1
Office Locations
-- Honolulu HI
About L.j. Brey, Inc.
L.J. Brey, Inc. is a Honolulu-based boutique RIA offering financial planning, including estate planning, business-succession planning, and insurance/life insurance guidance. The firm invests mainly via public funds, mutual funds, and ETFs and highlights values-based client fit (starting with a “Values Exercise”). Custody is primarily at Charles Schwab & Co.
Team overview
64 AVG AGE
$117.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
Delta value Insight Harbor catalyst
Custodian
Glacier zenith North ridge Summit harbor
Fund Managers
Optima optima
Investment Themes
Frontier zenith
Investment Vehicles
Bridge value
Services
Unison Pioneer Matrix Pioneer oak Bridge
Technology
Eagle glacier
Owner & Executives
L
LESLEY JEAN BREY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2813196
- Ownership
- Less than 5%
(627) 652-9296
element.foundation@radialcapital.com
in linkedin.com/in/delta-meridian
R
Randall YM Kam
--
- CRD
- --
- Ownership
- Less than 5%
(498) 404-2478
capital.capital@vertexcapital.com
in linkedin.com/in/vital-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,331,252 | $456,542 |
| Non-Discretionary | $0 | -- |
| Total | $117,331,252 | $456,542 |
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Separately Managed Accounts
Total SMA Asset: $117,331,252
Public Funds:
25.9% Cash:
46.2% Equity - Exchange:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,004,974,112 | 25.9% |
| Cash | $3,576,440,308 | 46.2% |
| Equity - Exchange | $2,159,798,368 | 27.9% |
| Total | $7,741,212,788 | 100.0% |