Bivo Financial LLC

Overview

Bivo Financial LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is individually owned and is classified as unclassified in the available data. It does not appear as a capital allocator and is not identified as an active ESG investor. Several typical adviser attributes—related-adviser status, pension consulting and multi-state adviser designation—are marked negative in the snapshot. The firm has provided minimal public detail about its business activities, advisory services, client segments, or fee schedule. That absence of disclosed strategy or client focus limits visibility into how the adviser positions itself in the market.

Assets & Accounts

Investments & Alternatives

Location & Offices