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RIA · CRD 129265State-Registered Investment Adviser

Updated:

Brae Head

Brae Head, Inc. is a Registered Investment Adviser serving clients nationwide. On a fee basis Brae Head manages fully discretionary equity, balanced,...

Overview

Brae Head, Inc. is a Registered Investment Adviser serving clients nationwide. On a fee basis Brae Head manages fully discretionary equity, balanced, fixed-income and mutual fund portfolios for individuals, families, institutions and businesses. Each Brae Head portfolio is individually managed with no pooled accounts. Brae Head also provides family office services including record-keeping, payment collection, regular income disbursement, family financial counseling, and trusteeship.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Essex

Principals

Dennis M. O'Connor

president and chief investment officer

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