Claireese
Baggao
Brio Financial Group
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About this Advisor
Claireese Baggao is a financial advisor working out of San Francisco, California with a total of 4 years of industry experience. Baggao works at Brio Financial Group. Their career trajectory has included roles at Brio Financial Group, Taddei Ludwig & Associates and Wells Fargo Capital Management. Baggao holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in California. Brio Financial Group is an advisory business headquartered in San Francisco, CA. It manages $622 million in assets under management between its 2,830 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,830 client accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets. Brio Financial Group offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Brio Financial Group can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brio Financial Group Brokerage Details
$621,640,220
16
2,830
$219,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Claireese Baggao Work History
Claireese has been registered as a financial advisor for 4 years.*
Brio Financial Group
Taddei Ludwig & Associates
Wells Fargo Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Claireese Baggao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brio Financial Group
San Francisco, CA
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Charlotte, NC
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San Francisco, CA
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