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James Michael Philbin

BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts
Unclaimed Profile
117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 3172111Firm CRD# 104747
01

About

James Michael Philbin is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with BRAVER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BRAVER WEALTH MANAGEMENT, LLC
BRAVER WEALTH MANAGEMENT, LLC
AUM
$875M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at BRAVER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MODEL PROVIDER FEES
Regulatory
SEC/IARD CRD# 3172111
Firm CRD# 104747
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Philbin offer?
James Michael Philbin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are James Michael Philbin's credentials?
James Michael Philbin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Philbin located?
James Michael Philbin is based in NEEDHAM, Massachusetts, working with BRAVER WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does James Michael Philbin charge for services?
James Michael Philbin's firm is compensated through percentage of aum, hourly charges, other: model provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAVER WEALTH MANAGEMENT, LLC?
BRAVER WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEEDHAM
Jose Alberto Torres — EIF MANAGEMENT, LLCAndrew N Pike — EIF MANAGEMENT, LLCRyan Charles Forness — FORNESS FINANCIAL LLCNorman Anthony Forness — FORNESS FINANCIAL LLCCatherine M Reese — EIF MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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