BRIGGS WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- GLASTONBURY, Connecticut
- CRD number
- 125518
- Registered since
- June 30, 2006
- Website
- www.briggswealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.12%
- Individuals15.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Briggs Wealth Management, Inc. is an independent registered investment adviser founded before 2006 and owned by an individual. It focuses on financial planning and portfolio management for individuals and small businesses, charging fees by percentage of assets under management and also offering hourly and fixed-fee engagements. The firm reports a single-state practice and does not identify as an active ESG investor or a capital allocator to outside managers as a core business function.
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 Equities28%
- Cash & Cash Equivalents28%
- Public Funds/Mutual Funds27%
- Other12%
- US Government Bonds4%
Contacts
3 of 3MARK BRIGGS
Founding PrincipalCRD 2898839
Benjamin Carlson
Financial PlannerCRD 8159090
WILLIAM RODRIGUEZ
Senior Financial PlannerCRD 4770622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$93.7M in ETFs
98%
$91.5M
1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $44.5M | 138,816 | 47.52% |
Location
GLASTONBURY, CT
HARTFORD
Location
GLASTONBURY, CT
Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 221 Addison Rd
- Time zone
- ET (UTC-5)
- Office locations
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