Brinker Financial

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Broomall, Pennsylvania
CRD number
123343
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Brinker Financial is organized as a corporation with individual ownership and positions itself as a provider of financial planning services. Its stated fee model relies on hourly charges and fixed fees rather than percentage-based asset fees. The firm is not identified as an active ESG investor, is not a capital allocator, and does not list pension consulting or related-adviser activity. The adviser does not report multi-state advisory registration and is not marked as newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Joseph Brinker

    Joseph Brinker

    PresidentCRD 1908749

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Broomall, PA

Delaware

Location

Broomall, PA

Headquartered in Broomall, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
2727 W Chester Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth