B1 Financial

Overview

B1 Financial is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and bills primarily as a percentage of assets under management, with the option for hourly charges. Its listed advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The data indicates B1 Financial is not positioned as a capital allocator and does not identify as an active ESG investor. The SEC registration year is not provided.

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Public Holdings

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Location & Offices