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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 86.1% is discretionary and 13.9% is non-discretionary.
The firm reports 1 advisory representatives and 42 clients, or 42 clients per representative. That equates to $428.6K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on January 29, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
PEDRO GOMEZ
Chief Compliance Officer, Client Advisor, Managing Member
- CRD
- #5677592
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Brickell Financial Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.