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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation beaconBeacon
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
About Brilliant Financial Strategies LLC
Brilliant Financial Strategies is an independent financial planning firm providing integrated financial, tax, and investment management for business owners, families/individuals, doctors, and retirement plan sponsors. The team offers retirement and pension consulting plus estate, college, cash-flow, and risk planning, using an open-architecture approach to tailor client plans. The firm also consults with other financial professionals, and serves plan sponsors as a 3(38) fiduciary.
Team overview
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Owner & Executives
CLODE MORADI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4218783
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,245,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,245,047 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,245,047
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,379,350,078 | 25.2% |
| U.S. Government/Agency | $1,702,293,152 | 31.1% |
| Cash | $711,569,485 | 13.0% |
| Municipal Bonds | $1,680,398,705 | 30.7% |
| Total | $5,473,611,420 | 100.0% |