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 organized as an LLC and SEC-registered since 2017. The firm serves both individual/family clients and institutional clients and operates as a capital allocator that places client capital with external managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Filings list core advisory services as financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. The firm is not identified as an active ESG investor in its filings and is noted as a domestic owner structure combining a domestic entity and individual ownership.
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 129Active vs passive
$1.1B in ETFs
81%
$913M
15%
$211M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $110M | 129,986 | 9.75% |
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
Similar firms
Trinity Alps Capital
RIASan Francisco, CA
5am Ventures
RIASan Francisco, CA
Legalist
RIASan Francisco, CA
Meson Quantitative Management LLC
RIASan Francisco, CA
Nexa Equity LLC
RIASan Francisco, CA
Verita Strategic Wealth Partners, LLC
RIASan Francisco, CA