James
Bray
Steelpeak Wealth, LLC
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About this Advisor
James Bray is a financial advisor based in Woodland Hills, California, working with Steelpeak Wealth, LLC. James has previously held positions at Wells Fargo Advisors LLC, Purshe Kaplan Sterling Investments, Integrated Wealth Management, Sii, Royal Alliance Associates, Inc, Steel Peak Wealth Management, LLC, and Seia LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Steelpeak Wealth, LLC, which operates out of Woodland Hills, California. The firm has 9 offices and 46 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Steelpeak Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steelpeak Wealth, LLC Brokerage Details
$2,535,311,796
46
7,094
$357,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Bray Work History
Steel Peak Wealth Management, LLC
Royal Alliance Associates, Inc
Sii
Seia LLC
Purshe Kaplan Sterling Investments
Integrated Wealth Management
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of James Bray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steelpeak Wealth, LLC
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
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