Brindle & Bay Financial Advisors, LLC
Firm details
- Headquarters
- Frisco, Texas
- CRD number
- 291747
- Registered since
- September 3, 2024
- Website
- www.brindleandbay.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.26%
- Individuals30.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brindle & Bay Financial Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm focuses on wealth management for individuals and families, providing financial planning and portfolio management for individual and small-business clients. Its fee model blends percentage-of-assets and fixed-fee arrangements. Brindle & Bay notes an insurance-company industry affiliation but does not position itself as a multi-state or pension consultant adviser.
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 Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents6%
Contacts
3 of 4
Nicolas Davis
FounderCRD 6627447
Andrew Bencivenga
Lead Financial PlannerCRD 7293159
Tori Ten Hagen
Financial PlannerCRD 7606463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$250M in ETFs
96%
$239M
2%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.2M | 38,172 | 11.31% |
Location
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5899 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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