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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- PathwayHarbor +more
- Established Date
- 07-13-2004
- Office Locations
- 1
Office Locations
About Michael Brady & Co., LLC
Michael Brady & Co., LLC is a fee-only fiduciary RIA providing coordinated financial planning and investment management for successful families navigating major transitions—especially the 5–10 years before retirement through retirement. The firm works with pre-retirees/retirees, healthcare professionals, and business owners/executives, with a focus on tax-efficient retirement planning and portfolio construction using ETFs and mutual funds. Primary custodian: Fidelity/NFS.
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Owner & Executives
MICHAEL CAMERON BRADY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #1320686
- Ownership
- 75% or more
CAMERON MATTHEW BRADY
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #6132327
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,589,752 | $404,869 |
| Non-Discretionary | $0 | -- |
| Total | $248,589,752 | $404,869 |
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Separately Managed Accounts
Total SMA Asset: $248,589,752
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $353,233,345 | 18.7% |
| Equity - Exchange | $576,129,252 | 30.5% |
| Cash | $959,585,770 | 50.8% |
| Total | $1,888,948,367 | 100.0% |