STACEY BRAUN ASSOCIATES INC
CRD #105056 SEC #801-10933 NEW YORK, NY 212-226-7707
SEC Registered
Total AUM
$4.8B
Discretionary
$4.8B
Employees
17
Clients
--
Accounts
1,094
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.8B | $4.8B | $57.8M | 17 | 2,500 |
| Mar 2024 | $4.2B | $4.1B | $52.8M | 16 | 2,000 |
| Mar 2023 | $3.6B | $3.6B | $35.7M | 16 | 1,800 |
| Mar 2022 | $4.7B | $4.7B | $28.9M | 16 | 1,800 |
| Mar 2021 | $4.1B | $4.1B | $29.2M | 17 | 1,800 |
| Jun 2020 | $3.5B | $3.4B | $23.5M | 17 | 1,800 |
| Mar 2020 | $3.5B | $3.4B | $23.5M | 17 | 1,800 |
| Mar 2019 | $2.9B | $2.8B | $49M | 16 | 1,500 |
| Mar 2018 | $2.9B | $2.9B | $46.3M | 17 | 1,050 |
| Mar 2017 | $3.2B | $3.1B | $42M | 17 | 800 |
| Mar 2016 | $3.2B | $3.2B | $38.8M | 17 | 800 |
| Mar 2015 | $3.3B | $3.3B | $39.5M | 18 | 800 |
| Mar 2014 | $3.6B | $3.5B | $38.6M | 19 | 700 |
| Sep 2013 | $3.5B | $3.5B | $41.8M | 18 | 600 |
| Apr 2013 | $3.5B | $3.5B | $41.8M | 18 | 600 |
| Mar 2013 | $3.5B | $3.5B | $41.8M | 18 | 600 |
| Apr 2012 | $3.4B | $3.3B | $45M | 11 | 600 |
| Mar 2012 | $3.4B | $3.3B | $45M | 11 | 600 |
| Mar 2011 | $3.4B | $3.3B | $44.9M | -- | -- |
| Dec 2007 | $3.2B | $3.2B | $27M | -- | -- |
| Mar 2007 | $3.2B | $3.2B | $27M | -- | -- |
| Feb 2007 | $3.3B | $3.3B | $23.4M | -- | -- |
| Mar 2004 | $3.8B | $3.8B | $23.5M | -- | -- |
| Mar 2002 | $3.9B | $3.8B | $21.9M | -- | -- |
DateMar 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$57.8M
Employees17
Clients2,500
DateMar 2024
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$52.8M
Employees16
Clients2,000
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$35.7M
Employees16
Clients1,800
DateMar 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$28.9M
Employees16
Clients1,800
DateMar 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$29.2M
Employees17
Clients1,800
DateJun 2020
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$23.5M
Employees17
Clients1,800
DateMar 2020
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$23.5M
Employees17
Clients1,800
DateMar 2019
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$49M
Employees16
Clients1,500
DateMar 2018
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$46.3M
Employees17
Clients1,050
DateMar 2017
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$42M
Employees17
Clients800
DateMar 2016
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$38.8M
Employees17
Clients800
DateMar 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$39.5M
Employees18
Clients800
DateMar 2014
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$38.6M
Employees19
Clients700
DateSep 2013
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$41.8M
Employees18
Clients600
DateApr 2013
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$41.8M
Employees18
Clients600
DateMar 2013
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$41.8M
Employees18
Clients600
DateApr 2012
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$45M
Employees11
Clients600
DateMar 2012
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$45M
Employees11
Clients600
DateMar 2011
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$44.9M
Employees--
Clients--
DateDec 2007
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$27M
Employees--
Clients--
DateMar 2007
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$27M
Employees--
Clients--
DateFeb 2007
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.4M
Employees--
Clients--
DateMar 2004
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$23.5M
Employees--
Clients--
DateMar 2002
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$21.9M
Employees--
Clients--