• 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 Q4 2018 included $194,728,000 in managed 13F securities and a top 10 holdings concentration of 67.05%. Brio Consultants's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 581,091. Whalewisdom has at least 1 13F filings