← Tributary

L.J. BREY, INC.

· CRD 113996 · IAPD ↗ · ljbreyinc.com · (808) 526-2644

$117.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — L.J. BREY, INC. (location n/a) is newly SEC-registered with $113.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.