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Bragg Financial Advisors Overview
Type
Multi Family Office
General Information
Bragg Financial Advisors is a multi-family office headquartered in Charlotte. Founded in 1964 by Frank Bragg Jr., the firm’s wealth stems from the Bragg family’s retirement-plan consulting and investment advisory enterprise, which expanded from serving nonprofit 403(b) plans to operating as a diversified registered investment advisor. It manages assets for multiple generations while providing comprehensive planning, investment management and other family-office services.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
1031 S. Caldwell St., Ste. 200 Charlotte, NC 28203
Portfolio & Notable Allocations
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