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Building 2BRIA CAPITAL GROUP, LLC

Map pinWESLEY CHAPEL, FL
Phone813-448-1122
NotebookSEC #801-134904
Total AUM
$155.1M
Employees
5
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2044 ASHLEY OAKS CIRCLE, #102
WESLEY CHAPEL
FL 33544
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
813-448-1122
Other Offices
3

ReceiptFinancials

Total AUM
$155.1M
Accounts
312
Discretionary
$155.1M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
225
AUM
$42.4M
HNW Individual Clients
86
AUM
$110.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGANCNJNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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