BRICE FINANCIAL ADVISORS INC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 326528
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.05%
- Individuals45.95%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Brice Financial Advisors Inc. is a small, privately held advisory corporation that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and lists portfolio management for individuals and small businesses among its advisory activities; its ADV also references pension consulting services. The firm identifies an affiliation with an insurance company and does not report active ESG investing or multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities85%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents3%
Contacts
1 of 1ALEXANDER NELSON
General AgentCRD 6474481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, 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
- 2000 N Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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