$5.5B Total AUM
$5.4B Disc. AUM
15.1% 3Y CAGR
17 Employees
3,591 ADV. Clients
50 yrs Firm Age
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- Custodian
- Amalgamated Bank · Charles Schwab & Company · PNC · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-1975
- Office Locations
- 1
Office Locations
377 Broadway NEW York NY
About Stacey Braun Associates INC
Stacey Braun Associates INC is a NEW York-based RIA. The firm has been operating for 50 years. Managing $5.5B in total assets under management, with 9 advisory representatives. They custody assets with Amalgamated Bank and Charles Schwab & Company.
Team overview
-- AVG AGE
$611.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.9 yrs AVG TENURE
17 Employees
9 Advisory Reps
0 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
June Robinson Wexler
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- CRD
- --
- Ownership
- 75% or more
Available
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D
DOUGLAS HARRY WEXLER
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4343614
- Ownership
- 5% but less than 10%
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Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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