RIA Intel›Advisers›Florida›BRICKELL FINANCIAL GROUP LLC

BRICKELL FINANCIAL GROUP LLC

Advisory

MIAMI, FL

Data as of Jan 29, 2025 · Source: SEC Form ADV

Rank in FL

#2,026

of 2,610 advisers by AUM

Average account

$529K

across 34 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2025.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$16M

Non-Discretionary AUM$3M

Discretionary %86.1%

Total Clients36

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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LULLA WEALTH FINANCIAL, LLC

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