Brady Ware Investment Counsel, LLC is a large advisory firm based in Dayton. It manages $112.82 million of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Indiana, Ohio, and Texas.
Brady Ware Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brady Ware Investment Counsel, LLC is $112.82 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brady Ware Investment Counsel, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel James Meixner has been acting as President since 1 Nov 2001. Inc. Brady Ware & Schoenfeld joined the executive team most recently as the Partner.
The principal office where Brady Ware Investment Counsel, LLC performs its advisory services is located at One South Main Street, Dayton, OH 45402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-223-5247 or by fax 937-223-0300. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bradywareinvestmentcounsel.com.