BRIO FINANCIAL GROUP

19 Sutter Street
San Francisco, California 94104
Tel: 415-623-2450

About BRIO FINANCIAL GROUP

BRIO FINANCIAL GROUP, formally registered with the SEC as BRIO FINANCIAL GROUP. The firm was established in 10/13/2017. They have over 2 offices throughout the country.

BRIO FINANCIAL GROUP is a San Francisco, California based Financial Planning firm with nearly $699,436,909 assets under management, offering retirement planning & investment advisory services to 2899 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289889
SEC#	801-111830
Assets Managed by Firm	$699,436,909
No. of Clients	2899
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2899	$699,436,909
Individuals (other than high net worth individuals)	567	$266,226,149
High net worth individuals	187	$432,774,599
Corporations or other businesses	2	$436,161

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