BRICKELL FINANCIAL GROUP LLC

RIASEC Registered

Total AUM

$18M

Discretionary

$15.5M

86% of AUM

Avg account

$529K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 283974
Website: brickellfin.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.44%
Individuals30.56%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brickell Financial Group LLC operates as an independent Registered Investment Advisor (RIA) focused on providing a range of financial services to individuals and families. The firm emphasizes personalized financial planning, portfolio management, and pension consulting. They also engage in educational initiatives, such as seminars and the publication of newsletters, to enhance client understanding of financial matters. Brickell Financial Group LLC does not identify as an active ESG investor and does not operate as a multi-state adviser.