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Stacey Braun Associates, Inc logo — Asset management and financial planning services to unions a...

Stacey Braun Associates, Inc

Asset management and financial planning services to unions and corporations as well as their members & employees.

Founded 1977 15 employees

General Information

Company Name Stacey Braun Associates, Inc
Founded Year 1977
Employees 15
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About Stacey Braun Associates, Inc

Stacey Braun Associates, Inc. offers asset management and financial planning services to unions, corporations, and their members and employees. Founded in 1977, the company initially focused on providing asset management to labor-management pension funds, union and corporate organizations, and individuals. Over the years, the firm's assets under management have grown significantly, reaching over $4.5 billion today. This growth can be attributed to successful investment manager searches and referrals driven by impressive investment performance. In 2001, the company expanded its services by establishing a "boutique" financial planning and investment division, comprising Registered Investment Advisors, Certified Financial Planners, and Enrolled Agents, to help individuals and families achieve their financial objectives. Stacey Braun Associates, Inc. has a long-standing history dating back to 1977 and has witnessed remarkable growth, managing substantial assets of over $4.5 billion currently. The firm's ability to attract and retain clients through its strong investment performance is evident in its successful track record. The establishment of a specialized financial planning and investment division in 2001 further underlines the company's adaptability and commitment to meeting the evolving needs of its clients.

Taxonomy: financial planning, pension funds, investment management, registered investment advisors, certified financial planners, enrolled agents, corporate finance, investment performance, boutique financial planning, financial goals, institutional clients, employee benefits

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Stacey Braun Associates, Inc Alternatives & Competitors

Stacey Braun Associates, Inc vs
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Stacey Braun Associates, Inc vs
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Stacey Braun Associates, Inc vs
Hinman Financial Planning, Inc.
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FAQ About Stacey Braun Associates, Inc

Asset management and financial planning services to unions and corporations as well as their members & employees.
Stacey Braun Associates, Inc was founded in 1977.
Stacey Braun Associates, Inc has approximately 15 employees.
Top alternatives and competitors to Stacey Braun Associates, Inc include Braun-Bostich & Associates, Inc., The MilWealth Group LLC, Hinman Financial Planning, Inc. , The Cahill Group®, JT Stratford Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Stacey Braun Associates, Inc and Braun-Bostich & Associates, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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