Brack Stanford & Associates Inc (Lindenhurst)

Brack Stanford & Associates Inc is an adviser based in Lindenhurst. It manages $6.1 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

Brack Stanford & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brack Stanford & Associates: assets under management

The assets under management (AUM) of Brack Stanford & Associates Inc is $6.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brack Stanford & Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brack Stanford & Associates Inc

Brack Stanford has been acting as President since 1 Jul 1987. G. Ronald Tyler joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brack Stanford	President	1 Jul 1987	75% - 100%	433497
Joan Bayer Stanford	Secretary/treasurer	1 Jul 1987	Other	4354817
G. Ronald Tyler	Shareholder	1 Dec 1988	Other	4354819
Charles W. Reeves	Shareholder	1 Dec 1988	Other	4354823

Based in Lindenhurst

The principal office where Brack Stanford & Associates Inc performs its advisory services is located at 535 Sandpiper Drive, Lindenhurst, IL 60046, which is also the mailing address of the firm. An additional office of the firm is in Palm Desert, CA. It doesn’t run an office outside of the United States.