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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2019
- Office Locations
- 2
Office Locations
About Brownstone Financial Group LLC
Brownstone Financial Group is a retail RIA providing holistic financial planning that integrates investment and insurance solutions. The firm builds risk-tolerance-based portfolios and tax-aware strategies, then proactively monitors and adjusts plans as goals and markets change. It partners with Simplicity Wealth to deliver institutional-level investing and planning technology, and uses a proprietary VaR-based risk score to quantify client risk tolerance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL LICCIARDI
Financial Planner, Managing Member
- CRD
- --
- Ownership
- 75% or more
Ronald T Swanick
Investment Advisor Representative
- CRD
- #2494653
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Eilon S Amir
--
- CRD
- #6318401
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,250,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,225,480,151 | 27.0% |
| Equity - Exchange | $1,593,124,197 | 35.1% |
| Cash | $1,720,211,027 | 37.9% |
| Total | $4,538,815,375 | 100.0% |