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BRIAUD FINANCIAL ADVISORS
1611 Crescent Pointe Parkway
College Station, Texas 77845
Tel: 979-260-9771
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 Status | Approved |
|---|---|
| Firm CRD# | 105638 |
| SEC# | 801-31379 |
| Assets Managed by Firm | $705,036,199 |
| No. of Clients | 1973 |
| No. of Advisors | 13 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1973 | $705,036,199 |
| Individuals (other than high net worth individuals) | 92 | $52,779,834 |
| High net worth individuals | 228 | $648,507,226 |
| Pension and profit sharing plans | 1 | $651,758 |
| Corporations or other businesses | 2 | $2,289,368 |
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