• SAN FRANCISCO, CA • Investment Advisor How do I update this listing?
Brio Consultants is based out of San Francisco. Brio Consultants is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2011-08-11). Their last reported 13F filing for Q1 2019 included $225,668,000 in managed 13F securities and a top 10 holdings concentration of 61.85%. Brio Consultants's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 629,165. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
|Performance for Q4 2018:||3.07%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :|
|Form of Organization:||Limited Liability Company|
|Number of employees:||1|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees,SELECTION OF OTHER ADVISERS FEES/FINANCIAL COACHING FEES|
|Amount of client funds and securities:|
|Total Number of Clients:||0|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|