Brilliant Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 327147
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brilliant Financial Advisors LLC is structured as a limited liability company operating as an independent registered investment adviser focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients through a mix of percentage-of-AUM, hourly, fixed-fee, and performance-based arrangements. Filings indicate an affiliation with an insurance company, and the firm does not identify as an active ESG investor, a multi-state adviser, or a capital allocator to third-party private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents14%
Contacts
1 of 1
Timothy Kutsch
OwnerCRD 6003654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations