Brenda Le
Advisor at Oliver Luxxe Assets LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oliver Luxxe Assets LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gladstone, NJ 07934
Credentials
CFA®, Series 63
Industry experience
18 years
Brenda Le is a CFA® charterholder with 18 years of industry experience. She joined Oliver Luxxe Assets LLC in 2025 after an 18-year tenure at TimesSquare Capital Management, LLC. Brenda holds a Series 63 license and is based in Gladstone, NJ. Oliver Luxxe Assets LLC advises individual, high-net-worth, and institutional clients, offering financial planning, investment consulting, and portfolio management services. The firm employs a proprietary multi-factor quantitative screening combined with fundamental research to manage a range of equity strategies and oversees approximately $864 million in assets.
Based on Oliver Luxxe Assets LLC
Fixed fees up to $10,000 for financial planning and consulting services, negotiable
$0 - $30 million: 0.90% (Small Cap Equity) $30 million - $50 million: 0.80% (Small Cap Equity) $50 million+: 0.70% (Small Cap Equity) $0 - $30 million: 0.80% (Smid Cap Equity) $30 million - $50 million: 0.70% (Smid Cap Equity) $50 million+: 0.60% (Smid Cap Equity) $0 - $30 million: 0.70% (Select Equity) $30 million - $50 million: 0.60% (Select Equity) $50 million+: 0.50% (Select Equity) $0 - $30 million: 0.60% (Core Equity) $30 million - $50 million: 0.50% (Core Equity) $50 million+: 0.40% (Core Equity)
Certain supervised persons offer insurance products and securities brokerage on a separate commission basis
Minimum fee: Minimum annual fees may apply but are negotiable and not specifically stated
10 Lackawanna Ave, Suite 9
Gladstone, NJ 07934
New Jersey · New York
Oliver Luxxe Assets, LLC
2025 - Present (1 year)
N/a
2023 - 2025 (2 years)
TimesSquare Capital Management, LLC
2005 - 2023 (18 years)
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