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Brave Family Advisors

EST. AUM
$542,786,417

CONTACTS
4

CLIENT ACCOUNTS
882

Firm Details

Metro area New York City
CRD Number 108512
Website alphacore.com
Client types

Overview

BRAVE Family Advisors was acquired by AlphaCore Wealth Advisory, a wealth-management firm backed by Constellation Wealth Capital. Founded in 1992 by Brett Haire and Dave Bunting, BRAVE is a boutique wealth advisory practice serving high-net-worth and ultra-high-net-worth households. The firm oversees approximately $700 million in client assets and is led by founder Brett Haire and President Scott Morrison. The acquisition adds eight professionals, including four advisors, and expands AlphaCore’s Northeast presence through offices in Summit, NJ, and Tiverton, RI.

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Address

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

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