Brigman Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 125482
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brigman Wealth Management operates as an independent registered investment advisor (RIA) focusing primarily on portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It caters to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established a niche in providing tailored financial advice and investment management services.
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
- Other45%
- Cash & Cash Equivalents40%
- Exchange Traded Equities15%
Contacts
1 of 1
Marvin Brigman
President & OwnerCRD 3250873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BLK Financial Advisors, LLC
RIAHaven Capital Advisors, LLC
RIACharlotte, NC
Austin Wealth Solutions
RIAShreve, OH
Temperance Wealth Management
RIAFiat Financial Planners
RIAMP Townsend Financial
RIAPortland, OR