Brsquared L.L.C.

RIASEC Registered
Total AUM
$18.1M
Discretionary
$18.1M
100% of AUM
Avg account
$489K
Accounts
37
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
299063
Custodians
ALTRUIST FINANCIAL LLC, CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI94.97%
  • Individuals5.03%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Brsquared L.L.C. is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients and offers comprehensive financial planning alongside discretionary portfolio management for individuals and small businesses. Its fee model includes assets-under-management fees as well as hourly and fixed-fee arrangements. The firm is not identified as a multi-state adviser, is not described as an active ESG investor, and does not act as a pension consultant or capital allocator. The record does not specify the year of SEC registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Exchange Traded Equities 19%, US Government Bonds 9%, Cash & Cash Equivalents 1%71%
  • Public Funds/Mutual Funds71%
  • Exchange Traded Equities19%
  • US Government Bonds9%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Rajesh Bijlani

    Rajesh Bijlani

    Financial AdvisorCRD 7300035

  • Rachna Bijlani

    Rachna Bijlani

    Investment AdvisorCRD 6567799

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth