B1 FINANCIAL
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
FINTRXOverview
B1 Financial operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for both individuals/small businesses and pooled investment vehicles. Its fee model combines a percentage-of-AUM billing with hourly charges. B1 Financial does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents1%
Contacts
3 of 3JON PAUL ESPINOZA
Managing PartnerCRD 4088404
GIANFRANCO RASTELLI
CRD 8270694
STUART BRISGEL
FounderCRD 5875208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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