James
Haire
Brave Family Advisors
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About this Advisor
James Haire is a financial advisor working in Summit, New Jersey with a total of 4 years of relevant experience. Haire works at Brave Family Advisors. During their career, the advisor has held roles at Brave Asset Management, Inc and Millenium Management. Haire maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Brave Family Advisors is a firm operating out of Summit, NJ. The company has a total of seven employees. It controls $439 million in total assets across its 726 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 726 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Brave Family Advisors has a few services, such as portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice are based on which services the firm provides the client. However, fees charged by Brave Family Advisors most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brave Family Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$439,349,725
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
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726
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$605,165
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
James Haire Work History
James has been registered as a financial advisor for 4 years.*
Brave Asset Management, Inc
Millenium Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Haire 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 Brave Family Advisors
Summit, NJ
Summit, NJ
Summit, NJ
Providence, RI
Summit, NJ
Summit, NJ
Summit, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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