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Brady Family Wealth

EST. AUM
$312,717,507

CONTACTS
3

CLIENT ACCOUNTS
259

Firm Details

Metro area St. Louis
CRD Number 315635
Website bradyfamilywealth.com
Client types

Overview

Brady Family Wealth is a multi-generational, family-run wealth management firm, emphasizing personalized service and long-term relationships. With professional designations like CFA® and CFP®, they offer comprehensive expertise in investment management, financial planning, and estate planning. Their guiding principles are empathy, focus, and excellence, aiming to understand clients' needs, maintain clear priorities, and provide top-tier professional advice. They pride themselves on exceptional client service and regular, transparent communication.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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