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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Crest crestRadial
- Established Date
- 11-02-2018
- Office Locations
- 1
Office Locations
About Brsquared L.l.c.
BRsquared is a fiduciary RIA in the San Francisco Bay Area serving technology-sector professionals with comprehensive financial planning and asset management (retirement, college, tax optimization, estate planning). The firm builds and monitors tax-efficient, goals-based portfolios aligned to each client’s risk tolerance, time horizon, and liquidity needs, with accounts supported at Altruist.
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Owner & Executives
RACHNA RAJESH BIJLANI
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6567799
- Ownership
- 50% but less than 75%
Rajesh Bhojraj Bijlani
Investment Advisor, Managing Member
- CRD
- #7300035
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,089,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,089,789 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,089,789
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $471,629,561 | 21.0% |
| Equity - Exchange | $947,750,831 | 42.2% |
| U.S. Government/Agency | $826,474,658 | 36.8% |
| Total | $2,245,855,050 | 100.0% |