Overview
Assets Under Management: $73 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 26
Average Client Assets: $0.9 million
Frequently Asked Questions
BRS FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158566), BRS FINANCIAL LLC is subject to fiduciary duty under federal law.
BRS FINANCIAL LLC is headquartered in LITTLE ROCK, AR.
BRS FINANCIAL LLC serves 26 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, BRS FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BRS FINANCIAL LLC manages $73 million in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, BRS FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.99%
Average Client Assets: $0.9 million
Total Client Accounts: 292
Discretionary Accounts: 175
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 158566
Filing ID: 1895317
Last Filing Date: 2024-10-09 15:28:00