Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
561790097
SEC advisor number
801-56890
FINRA CRD number
108780
AUM ?
$3.42 bn
(as of 15 Mar 24)
Accounts
1,532
(as of 15 Mar 24)
Employees
31
(14 investment advisory or research)
Address
Bragg Financial Advisors
1031 SOUTH CALDWELL STREET
SUITE 200
CHARLOTTE
NC 28203
1031 SOUTH CALDWELL STREET
SUITE 200
CHARLOTTE
NC 28203
Phone
704-714-7711
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21