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BRICKELL FINANCIAL GROUP LLC
CRD 283974
848 BRICKELL AVENUE, PH 5, MIAMI, FL, 33131, United States
Phone
305-602-2402
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$15.5M
Team
2 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $5.5M |
| High net worth individuals | 7 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD