B1 Financial

RIAState Registered
Total AUM
$39.7M
Discretionary
$39.7M
100% of AUM
Avg account
$552K
Accounts
72
Employees
3
Advisory reps
3

Firm details

Headquarters
Aventura, Florida
CRD number
323539
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.13%
  • Individuals6.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

B1 Financial is a privately held limited liability company operating as an independent registered investment adviser focused on individuals and families. The firm is owned by an individual and provides financial planning alongside portfolio management for individuals, small businesses and pooled investment vehicles. Its compensation blends an asset-based fee schedule with hourly charges. B1 Financial is registered to do business in California, Florida, New Mexico, New York and Ohio. The firm does not present itself as a capital allocator; its business model centers on delivering advisory and planning services directly to clients rather than deploying capital on behalf of outside managers. ESG is not listed as an active component of the investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 1%94%
  • Exchange Traded Equities94%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Stuart Brisgel

    Stuart Brisgel

    FounderCRD 5875208

  • Jon Paul Espinoza

    Jon Paul Espinoza

    Managing PartnerCRD 4088404

  • Gianfranco Rastelli

    Gianfranco Rastelli

    Financial AdvisorCRD 8270694

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
19505 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth