CRD: 125482
Brigman Wealth Management
Holt, MI
6163890553
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2002
- Office Locations
- 1
Office Locations
-- Holt MI
About Brigman Wealth Management
Brigman Wealth Management is a Holt-based RIA. The firm has been operating for 24 years. Managing $5.4M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$142.1K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Investment Themes
Value
Investment Vehicles
Foundation element
Services
Timber
Owner & Executives
M
MARVIN CHRISTOPHER BRIGMAN
President
- CRD
- #3250873
- Ownership
- 75% or more
(517) 557-7520
pathway.ridge@timbercapital.com
in linkedin.com/in/frontier-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,400,000
Other:
31.1% Cash:
33.3% Equity - Exchange:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,007,985,122 | 31.1% |
| Cash | $1,079,289,535 | 33.3% |
| Equity - Exchange | $1,153,835,059 | 35.6% |
| Total | $3,241,109,716 | 100.0% |