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

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record



Business Phone: 512-736-4427
Fax: N/A
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: TX
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:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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