L.j. Brey, Inc.
● SEC registered since 2026CRD 113996SEC# 801-134762
Reg. AUM
$117.3M
Employees
1
Accounts
257
Location
—
L.j. Brey, Inc. assets under management
L.j. Brey, Inc. is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $117.3 million in regulatory assets under management and employs 1 people.
L.j. Brey, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| L.j. Brey Trust Dated May 9, 1994 Control | Shareholder | Over 75% | 2017 |
| Lesley Jean Brey Control | President/Chief Compliance Officer | Under 5% | 1996 |
| Lesley Jean Brey | Trustee | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does L.j. Brey, Inc. manage?
L.j. Brey, Inc. reports $117.3 million in regulatory assets under management on its Form ADV.
How many employees does L.j. Brey, Inc. have?
L.j. Brey, Inc. reports 1 employees.
Does L.j. Brey, Inc. disclose fund performance?
L.j. Brey, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (808) 526-2644 |
| Fax | (808) 564-0884 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.3M▲ 4%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$117.3Mregulatory AUM
Discretionary $117.3M