Brilliant Financial Strategies LLC
Firm details
- Headquarters
- ,
- CRD number
- 292622
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI82.36%
- Pension & Profit Sharing Plans16.99%
- Individuals0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Brilliant Financial Strategies LLC is an independent, individually owned registered investment adviser serving both individual and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting, and its business activities include accounting—suggesting integrated tax and planning capabilities alongside investment advice. Its fees are billed through a combination of AUM percentages, hourly charges, fixed-fee arrangements and other structures. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities70%
- US Government Bonds20%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Clode Moradi
Managing PartnerCRD 4218783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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