B
CRD: 143196
Brickell Investments, LLC
KEY Biscayne, FL
3054983434
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2007
- Office Locations
- 1
Office Locations
-- KEY Biscayne FL
About Brickell Investments, LLC
Brickell Investments, LLC is a KEY Biscayne-based RIA. The firm has been operating for 19 years. Managing $5.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$357.5K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Oak
Client Personas
Momentum
Investment Themes
Horizon Pioneer Fusion eagle
Investment Vehicles
Signal delta Momentum
Services
Quantum zenith
Owner & Executives
A
ALEXANDER PILGRIM TOMMASINO
Chief Compliance Officer, President, Senior Vice President
- CRD
- #4706824
- Ownership
- 75% or more
(718) 507-2502
north.frontier@frontiercapital.com
in linkedin.com/in/insight-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,004,771 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,004,771 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,004,771
Equity - Exchange:
33.3% Cash:
66.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,931,240,690 | 33.3% |
| Cash | $5,871,283,904 | 66.7% |
| Total | $8,802,524,594 | 100.0% |