Insights

Significant Asset Growth Stacey Braun Associates has demonstrated substantial growth in assets under management, expanding from approximately $60 million in 1977 to over $4.5 billion today, indicating a strong reputation for performance that could attract high-net-worth individuals and institutional clients.

Niche Market Focus The company specializes in serving labor-management pension funds, union, corporate organizations, and individuals, suggesting an opportunity to position specialized investment solutions to organizations seeking targeted asset management services.

Expanding Financial Services With the creation of a boutique financial planning division staffed by registered advisors and financial planners, there is potential to cross-sell comprehensive financial planning and advisory services to existing and new clients.

Technology Utilization Utilizing modern web technologies like PHP, Google Tag Manager, and HTTP/3 indicates a focus on digital engagement and operational efficiency, providing opportunities to offer advanced online tools or digital advisory platforms.

Mid-sized Market Position Operating with a modest team of 11-50 employees and a revenue range of $1M to $10M, Stacey Braun Associates is positioned as a boutique firm with personalized services, presenting prospects for targeted marketing to similar-sized organizations or expanding services to larger firms seeking specialized asset management.

Stacey Braun Associates, Inc Tech Stack

Stacey Braun Associates, Inc uses 8 technology products and services including jQuery, Modernizr, Underscore.js, and more. Explore Stacey Braun Associates, Inc's tech stack below.

  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

Stacey Braun Associates, Inc's Email Address Formats

Stacey Braun Associates, Inc uses at least 1 format(s):
Stacey Braun Associates, Inc Email FormatsExamplePercentage
FLast@staceybraun.comJDoe@staceybraun.com
46%
First@staceybraun.comJohn@staceybraun.com
5%
FMiddleLast@staceybraun.comJMichaelDoe@staceybraun.com
3%
FLast@staceybraun.comJDoe@staceybraun.com
46%

Frequently Asked Questions

Where is Stacey Braun Associates, Inc's headquarters located?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc's main headquarters is located at 377 Broadway, Floor 8. The company has employees across 1 continents, including North America.

What is Stacey Braun Associates, Inc's phone number?

Minus sign iconPlus sign icon
You can contact Stacey Braun Associates, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stacey Braun Associates, Inc's official website and social media links?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc's official website is staceybraun.com and has social profiles on LinkedIn.

How much revenue does Stacey Braun Associates, Inc generate?

Minus sign iconPlus sign icon
As of December 2025, Stacey Braun Associates, Inc's annual revenue is estimated to be $10M.

What is Stacey Braun Associates, Inc's SIC code NAICS code?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Stacey Braun Associates, Inc have currently?

Minus sign iconPlus sign icon
As of December 2025, Stacey Braun Associates, Inc has approximately 16 employees across 1 continents, including North America. Key team members include President: M. W.Head Trader/Vice President: M. N.Senior Vice President: R. W.. Explore Stacey Braun Associates, Inc's employee directory with LeadIQ.

What industry does Stacey Braun Associates, Inc belong to?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc operates in the Investment Management industry.

What technology does Stacey Braun Associates, Inc use?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc's tech stack includes jQueryModernizrUnderscore.jsPHPYoast SEOGoogle Tag ManagerHTTP/3Nginx.

What is Stacey Braun Associates, Inc's email format?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc's email format typically follows the pattern of FLast@staceybraun.com. Find more Stacey Braun Associates, Inc email formats with LeadIQ.

When was Stacey Braun Associates, Inc founded?

Minus sign iconPlus sign icon
Stacey Braun Associates, Inc was founded in 1977.

Stacey Braun Associates, Inc

Investment ManagementNew York, United States11-50 Employees

Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations as well as individuals. In 1977 Stacey Braun‘s assets under management total approximately $60 million. Today the firm manages over $4.5 billion. Our growth has been primarily derived from investment manager searches and referrals based upon our investment performance.
In 2001, Stacey Braun created a "boutique" financial planning and investment division that is staffed with Registered Investment Advisors (RIA), Certified Financial Planners (CFP) and Enrolled Agents (EA) to assist individuals and families with meeting their financial goals.

Section iconCompany Overview

Headquarters
377 Broadway, Floor 8
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1977
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Stacey Braun Associates, Inc's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Stacey Braun Associates, Inc's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.