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B1 Financial

B1 Financial. CRD 323539

B1 Financial logo

CRD: 323539

B1 Financial

Aventura, FL, 33180
9547364699
www.b1.financial
$39.7M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · Morgan Stanley · UBS
Clients
Retail
Platforms
Prime
Established Date
03-29-2023
Office Locations
2

Office Locations

19505 Biscayne Blvd Suite 2350 Aventura FL
-- DIX Hills NY

About B1 Financial

B1 Financial (B One Management LLC) is a Florida-registered RIA serving individuals, families, and businesses nationwide with integrated investment management, tax planning, and comprehensive financial planning. The firm focuses on tailored portfolio construction and retirement income strategies, with wealth and estate planning for high-net-worth clients. It offers a complimentary portfolio review and publishes practical 401(k) and investment philosophy guides.

Team overview

-- AVG AGE
$13.2M AVG AUM / ADVISOR
$551.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Capital Pioneer

Client Personas

Harbor focus Beacon

CRM

Catalyst summit

Custodian

Value North Wave momentum Momentum Crest bridge Vital unison Meridian pioneer Momentum Ridge

Investment Themes

Ridge alpha Vital oak Momentum Radial glacier

Investment Vehicles

Legacy crest Frontier peak Wave

Services

Catalyst timber Capital Vital Pathway zenith Crest Foundation delta Fusion optima Summit vector Quantum Vector

Technology

Summit meridian

Owner & Executives

STUART LAWRENCE BRISGEL

STUART LAWRENCE BRISGEL

Chief Compliance Officer, Managing Member

CRD
#5875208
Ownership
75% or more
(204) 538-6139
north.meridian@radialcapital.com
in linkedin.com/in/ridge-capital

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Contacts

J

JON PAUL ESPINOZA

--

CRD
#4088404
(223) 528-4961
prime.vital@signalcapital.com
in linkedin.com/in/momentum-alpha
G

GIANFRANCO RASTELLI

--

CRD
#8270694
(871) 433-7247
matrix.meridian@wavecapital.com
in linkedin.com/in/alpha-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $39,729,986 --
Non-Discretionary $0 --
Total $39,729,986 --

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Separately Managed Accounts

Total SMA Asset: $39,729,986

$39.7M Total SMA
Equity - Exchange:
42.2%
Corporate - Investment Grade:
16.3%
Cash:
41.5%
Asset class Assets Assets %
Equity - Exchange $2,950,189,570 42.2%
Corporate - Investment Grade $1,139,528,199 16.3%
Cash $2,901,252,775 41.5%
Total $6,990,970,544 100.0%

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