L.j. Brey, Inc.
L.j. Brey, Inc. is an SEC-registered ria with $117.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns L.j. Brey, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113996, SEC 801-134762, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $117.3M (2026-03-04)
- Firm type
- Ria
- Employees
- 1
- Clients
- 61
- CRD
- 113996
- Ownership
- BREY, LESLEY, JEAN; L.J. BREY TRUST DATED MAY 9, 1994; Kam, Randall, YM
How much AUM does L.j. Brey, Inc. have?
L.j. Brey, Inc. reported $117.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns L.j. Brey, Inc.?
Disclosed owners and executives of L.j. Brey, Inc. include BREY, LESLEY, JEAN, L.J. BREY TRUST DATED MAY 9, 1994, Kam, Randall, YM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.