Bragg Financial
Investment Management
1031 S. Caldwell Street
32 employees
- Employees
- 32
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Bragg Financial Overview
- Headquarters
- 1031 S. Caldwell Street
- Phone Number
- Available in AeroLeads
- Website
- braggfinancial.com
- Industry
- Investment Management
- Employees
- 32
- Founded
- 1964
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Bragg Financial
Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service. SEC Investment Adviser Search: https://adviserinfo.sec.gov/
Bragg Financial Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 2
- 100.0% coverage
Bragg Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Debbie Taylor | Client Experience Officer at Bragg | Charlotte, North Carolina, United States |
Email
Phone
|
| Anthony Bykovsky, Cfa | Portfolio Manager | Charlotte, North Carolina, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
8 profiles
Manager
4 profiles
Associate / junior
4 profiles
Executive
1 profile
VP / Head
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 6 | 6 | 3 |
| Finance | 6 | 6 | 3 |
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
| IT | 1 | 1 | 0 |
Bragg Financial Tech Stack
Product / design
1 profile
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