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BRIO FINANCIAL GROUP
BRIO CONSULTANTS, LLC
CRD 289889 · SEC 801-111830
19 SUTTER STREET, SAN FRANCISCO, CA, 94104, United States
Phone
415-623-2450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
21 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 464 | $211.7M |
| High net worth individuals | 336 | $845.2M |
| Corporations/business entities | 4 | $1.1M |
States served
CA, CO, GA, IL, NJ, NY, NC, OR, PA, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD