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 that entered SEC registration in 2006. The firm is structured as a corporation under individual ownership and serves primarily individual and family clients. Its advisory work centers on financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Compensation is a mix of asset-based fees, hourly charges, and flat fees. Briggs does not present itself as a capital allocator and is not identified 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 Equities28%
- Cash & Cash Equivalents28%
- Public Funds/Mutual Funds27%
- Other12%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$112M in ETFs
95%
$107M
4%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $51.9M | 138,738 | 46.31% |
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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