$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
4 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- Cetera ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
2801 Hollycroft Street STE B #1 GIG Harbor WA
About Briarwood Financial
Briarwood Financial is a retail advisory firm in Gig Harbor, WA (est. 2020) providing financial planning plus tax, estate, insurance, and business-succession guidance. Portfolios emphasize active asset allocation and risk management using ETFs, mutual funds, and fixed income. Custody includes Schwab and Cetera, with iCapital platform support.
Team overview
27 AVG AGE
$1.6M AVG AUM / ADVISOR
$163.6K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
Benjamin Kyle Smith
Chief Executive Officer
- CRD
- #6669577
- Ownership
- 75% or more
Available
Available
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Charles Benjamin Cutter
--
- CRD
- #7814931
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,744,644 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,744,644 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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