Overview
Assets Under Management: $259 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 735
Discretionary Accounts: 647
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 307546
Last Filing Date: 2024-03-25 00:00:00
Website: https://brwealthmgmt.com