|
⚲
|
| BRIO Consultants LLC
✚
|
|
|---|---|
| CRD # | 289889 |
| SEC # | 801-111830 |
| CIK # | 0001747799 |
| AUM | $1.1 B (2026-06-23) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 415-623-2450 |
| Address | 19 Sutter Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 21.1 | ||
| Apple Inc | 9.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 211.7 |
| (b) Individuals (high net worth individuals) | 336 | 845.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 1,058.0 |
| By Discretionary | ||
| Discretionary | 804 | 1,058.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 804 | 1,058.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,058.0 | |
| Total | 804 | 1,058.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001747799] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schnieders Capital Management LLC
✚
|
CA | 1.1 |
|
McGuire Investment Group LLC
✚
|
RI | 1.1 |
|
Talon LLC
✚
|
PR | 1.1 |
|
Evelyn Partners Asset Management Limited
✚
|
1.1 | |
|
Fourpath Capital Management LLC
✚
|
OK | 1.1 |
|
GIA Partners LLC
✚
|
NY | 1.1 |
|
Clearview Financial Partners LLC
✚
|
PA | 1.1 |
|
Worthpointe LLC
✚
|
1.1 | |
|
Sequent Asset Management LLC
✚
|
TX | 1.1 |
|
Armbruster Capital Management Inc
✚
|
NY | 1.1 |