Falists
← Back to search

BRICE FINANCIAL ADVISORS INC

CRD 326528

2000 N BAYSHORE DR STE 210, MIAMI, FL, 33137-5110, United States

Phone

561-536-8187

Fax

Registration

— (—)

Source

State registered

Total AUM

$2.3M

Discretionary AUM

$2.3M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-05

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingCOMPREHENSIVE PLANNING SERVICES

Client types

TypeClientsAUM
Individuals19$1.1M
High net worth individuals4$1.3M

Official SEC filing: View on IAPD