Brio Consultants is an investment advisor in San Francisco with $621.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800472324
SEC advisor number
801-111830
FINRA CRD number
289889
AUM ?
$621.64 mm
(as of 24 May 23)
Accounts
2,830
(as of 24 May 23)
Employees
16
(8 investment advisory or research)
Address
Brio Consultants
19 SUTTER STREET
SAN FRANCISCO
CA 94104
19 SUTTER STREET
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 8AM - 5PM
Phone
(415) 623-2450
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miller, Brandon, Jay | Managing Member | 10/2017 | > 75% |
Zalewski, Jay, Steven | Chief Compliance Officer | 10/2017 | 5-10% |
Jordan, Joanne, Florence | Minority Owner | 01/2020 | < 5% |
Beck, Matthew, Richard | Chief Operating Officer | 02/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22