BRS FINANCIAL LLC

other names
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Adviser Profile
As of Date 04/23/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 7
Registration California, Terminated, 03/31/2024
Other registrations (12)
AUM* 200,313,778
of that, discretionary 136,646,473
Private Fund GAV* 14,819,529 21.62%
Avg Account Size 488,570
% High Net Worth 20.77%
SMA’s No
Private Funds 2
Contact Info 877 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$8,434,529
Fund TypePrivate Equity Fund Count1 GAV$6,385,000

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