The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Wednesday, March 23, 2016|
A Carolina Fund Firm Has Reason to Bragg
A mutual fund boutique in North Carolina is gaining local and national media attention for its strong performance.
Charlotte-based Bragg Financial Advisors is a 50-year-old financial planning shop run by Benton Bragg, John Bragg, and Phillips Bragg, sons of founder Frank Bragg. Steve Scruggs, son-in-law to that same founder, runs' Bragg Financial Advisors' Queens Road Funds business. The five-star Queens Road Small Cap Value Fund has $120.4 million in AUM, while the four-star Queens Road Value Fund has $38.4 million in AUM. The two funds launched in 2002.
The firm now has 19 employees and more than $1.1 billion in assets.
Printed from: MFWire.com/story.asp?s=53696
Copyright 2016, InvestmentWires, Inc.
All Rights Reserved