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 registered investment adviser first registered with the SEC in 2017. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering fee models that include a percentage of assets under management, hourly charges and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third‑party managers. Brio does not identify as an active ESG investor and maintains at least one industry affiliation with an insurance company.
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 14
Yerim Hahm
Associate Financial PlannerCRD 7419223
Vivian Segura
Associate Financial PlannerCRD 8110845
Michael Telford
Financial PlannerCRD 6267736
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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