$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 09-08-2023
- Office Locations
- 1
Office Locations
-- Conshohocken PA
About BRG Financial, LLC
BRG Financial, LLC provides investment management, retirement planning, and financial planning services, including ERISA plan services. The firm focuses on building personalized strategies and comprehensive plans aligned to clients’ financial goals. Custody platform includes Altruist.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$258.9K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Summit peak Optima
Client Personas
Atlas frontier Optima matrix
Investment Themes
Legacy atlas
Investment Vehicles
Ridge atlas Focus
Services
Horizon Pioneer Matrix atlas Pioneer catalyst Ridge bridge North insight North capital
Technology
Element signal
Owner & Executives
Benjamin Richard Gialloreto
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6812102
- Ownership
- 75% or more
(266) 864-4449
matrix.vector@frontiercapital.com
in linkedin.com/in/capital-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,955,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,955,016 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,955,016
Public Funds:
38.7% Cash:
10.1% Equity - Exchange:
51.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,636,628,236 | 38.7% |
| Cash | $427,130,366 | 10.1% |
| Equity - Exchange | $2,165,254,927 | 51.2% |
| Total | $4,229,013,529 | 100.0% |