B1 Financial

RIASEC Registered
Total AUM
$39.7M
Discretionary
$39.7M
100% of AUM
Avg account
$552K
Accounts
72
Employees
3
Advisory reps
3

Firm details

Headquarters
Aventura, Florida
CRD number
323539
Website
www.b1.financial
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.13%
  • Individuals6.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

B1 Financial is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its fee model includes asset-based fees and hourly charges. Ownership is held by an individual and the adviser does not identify as a multi-state or ESG-focused manager in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 1%94%
  • Exchange Traded Equities94%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Jon Paul Espinoza

    Jon Paul Espinoza

    Managing PartnerCRD 4088404

  • Gianfranco Rastelli

    Gianfranco Rastelli

    Financial AdvisorCRD 8270694

  • Stuart Brisgel

    Stuart Brisgel

    FounderCRD 5875208

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
19505 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Vantage Wealth Management LLC

RIA

Aventura, FL

AUM $67MTEAM 2REPS 2

RVX Asset Management LLC

RIA

Aventura, FL

AUM $96.8MTEAM 4REPS 3

Axxets Wm

RIA

Aventura, FL

AUM $101MTEAM 5REPS 4

1818 Private Client Group, LLC

RIA

Aventura, FL

AUM $115MTEAM 3REPS 2

Kailix Advisors LLC

RIA

Aventura, FL

AUM $119MTEAM 1REPS 1

Goalfocus Financial, LLC

RIA

Aventura, FL

AUM $9.3MTEAM 1REPS 1
More RIAs in Aventura →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth