Brink Financial Group, Inc.
RIASEC Registered
Total AUM
$21M
Discretionary
$21M
100% of AUM
Avg account
$256K
Accounts
82
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332809
- Website
- brinkfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals80.95%
- HNWI19.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brink Financial Group, Inc. is a small, privately owned RIA organized as a corporation that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves individual and family clients rather than institutional or pension accounts. Brink reports it is not an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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 Funds85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1
Cecilia Tenner
Chief Executive Officer & Chief Compliance OfficerCRD 7537284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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