Bivo Financial LLC

Overview

Bivo Financial LLC is organized as a limited liability company and is listed as an SEC-registered adviser with an initial registration year of 2024. FINTRX classifies the firm as “unclassified” and records that ownership is held by an individual rather than a corporate owner. The dataset does not include business lines, advisory activities, client segments, or fee schedules, so public-facing detail about its service model is minimal. Available attributes indicate Bivo Financial is not designated as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser. Those entries suggest the firm, as reported, does not currently present itself as managing a pooled investment platform or operating a multi-jurisdiction advisory footprint, although the underlying details behind those flags are not provided.

Assets & Accounts

Location & Offices