Brsquared L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 299063
- Website
- www.br2financialplanning.com
- 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
FINTRXOverview
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
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 Funds71%
- Exchange Traded Equities19%
- US Government Bonds9%
- Cash & Cash Equivalents1%
Contacts
2 of 2Rajesh Bijlani
Financial AdvisorCRD 7300035
Rachna Bijlani
Investment AdvisorCRD 6567799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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