Unclaimed Profile

Sarah Abigail Brace

PENNIALL & ASSOCIATES, INC.·PASADENA, California

Clean recordPENNIALL & ASSOCIATES, INC.

123 S. MARENGO AVENUE #200, PASADENA, CA 91101CRD# 2807927Firm CRD# 148282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Abigail Brace · PASADENA, CA

Registration

CRD #2807927 · PENNIALL & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah Abigail Brace is a registered financial advisor based in PASADENA, California, affiliated with PENNIALL & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIDGE ADVISORY LLC

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIDGE ADVISORY LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2807927

Firm CRD# 148282

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Abigail Brace offer?

Sarah Abigail Brace specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Sarah Abigail Brace's credentials?

Sarah Abigail Brace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Abigail Brace located?

Sarah Abigail Brace is based in PASADENA, California, working with PENNIALL & ASSOCIATES, INC.. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Sarah Abigail Brace charge for services?

Sarah Abigail Brace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENNIALL & ASSOCIATES, INC.?

PENNIALL & ASSOCIATES, INC. has approximately 18 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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