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BRIAUD FINANCIAL ADVISORS

1611 Crescent Pointe Parkway
College Station, Texas 77845
Tel: 979-260-9771

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About BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL ADVISORS, formally registered with the SEC as BRIAUD FINANCIAL ADVISORS. The firm was established in 01/28/1988. They have over 1 offices throughout the country.

BRIAUD FINANCIAL ADVISORS is a College Station, Texas based Financial Planning firm with nearly $705,036,199 assets under management, offering retirement planning & investment advisory services to 1973 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105638
SEC#801-31379
Assets Managed by Firm$705,036,199
No. of Clients1973
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1973$705,036,199
Individuals (other than high net worth individuals)92$52,779,834
High net worth individuals228$648,507,226
Pension and profit sharing plans1$651,758
Corporations or other businesses2$2,289,368

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