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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-2016
- Office Locations
- 1
Office Locations
About Brickell Financial Group LLC
Brickell Financial Group LLC is a Miami-based RIA led by CFP® Pedro Gomez, providing ongoing financial planning with regular plan, tax-strategy, and investment performance reviews supported by advanced planning software. The firm serves globally oriented families, pre-retirees, and small business owners, with portfolios emphasizing ETFs alongside fixed income. Custody is available at Charles Schwab and Interactive Brokers, and the process incorporates Nasdaq Dorsey Wright research.
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Owner & Executives
PEDRO GOMEZ
Chief Compliance Officer, Client Advisor, Managing Member
- CRD
- #5677592
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,500,000 | -- |
| Non-Discretionary | $2,500,000 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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