Brio Financial Group
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 289889
- Registered since
- October 13, 2017
- Website
- www.briofg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.89%
- Individuals20.01%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brio Financial Group is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2017. The firm positions itself as a capital allocator for private clients and institutions, providing financial planning and discretionary portfolio management for individuals, families, small businesses and larger business or institutional clients. Its advisory scope also covers selection of other advisers and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor. Brio reports an affiliation with an insurance company and uses third-party managers when deploying capital into non-traditional strategies.
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
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents8%
- Exchange Traded Equities7%
- Other2%
Owners & executives
2 of 2
Jay Zalewski
Chief Executive OfficerCRD 6658009
Matthew Beck
Chief Partnership OfficerCRD 4237052
Contacts
3 of 15
Brandon Miller
Founder, Private Wealth AdvisorCRD 4125554
Robert Joseph Mendoza
Senior Client Service AssociateCRD 4136489
Gene Elliott
Director of Financial PlanningCRD 2824800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$1.1B in ETFs
79%
$838M
16%
$225M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $87.2M | 127,028 | 8.21% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 19 Sutter St
- Time zone
- PT (UTC-8)
- Office locations
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