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- Custodian
- Amalgamated Bank · Charles Schwab & Company · PNC · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-11-1975
- Office Locations
- 1
Office Locations
About Stacey Braun Associates INC
Stacey Braun Associates INC is a NEW York-based RIA. The firm has been operating for 51 years. Managing $5.5B in total assets under management, with 9 advisory representatives. They custody assets with Amalgamated Bank and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 19, 2026, reported AUM increased 14.2%, from $4.8B to $5.5B.
Across 5 reported observations, AUM increased 16.0% between March 30, 2022 and March 19, 2026, from $4.7B to $5.5B.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 9 advisory representatives and 3,591 clients, or 399 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 51 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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- Platform
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Owner & Executives
June Robinson Wexler
--
- CRD
- --
- Ownership
- 75% or more
DOUGLAS HARRY WEXLER
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4343614
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,439,700,000 | $4,995,133 |
| Non-Discretionary | $60,500,000 | $30,250,000 |
| Total | $5,500,200,000 | $5,041,430 |
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Separately Managed Accounts
SMA allocation detail is available
Stacey Braun Associates INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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