BRIO CONSULTANTS, LLC
Doing business as BRIO FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,057,978,008
Discretionary
$1,057,978,008
Non-discretionary
$0
Firm details
- CRD number
- 289889
- SEC file number
- 801-111830
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 21
- SEC status
- Approved
- Website
- HTTPS://WWW.BRIOFG.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.