| 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 |
L.j. Brey, Inc. reports $113.3 million in regulatory assets under management on its Form ADV.
L.j. Brey, Inc. reports 1 employees.
L.j. Brey, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $113.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $113.3M |