Hailee
Brigman

Knightsbridge Wealth Management

CRD#7147912
Investment Advisor
in Newport Beach, CA

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About this Advisor

Hailee Brigman is a financial advisor based in Newport Beach, California, working with Knightsbridge Wealth Management. Hailee has previously held positions at Morgan Stanley, California State Treasurers Office, Wag, Chicago Fire, Samuel A. Ramirez & Co., Inc, and UBS Financial Services Inc. Hailee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Hailee is part of Knightsbridge Wealth Management, which operates out of Newport Beach, California. The firm has 10 employees and manages assets totaling $643.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Knightsbridge Wealth Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

450 Newport Center Dr Suite 630
Newport Beach, CA 92660

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Knightsbridge Wealth Management Brokerage Details

Total Assets Under Management

$643,731,950

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

1,059

CA Average: 3,727
Average Account Size

$607,868

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Hailee Brigman Work History

2022 - Present (2 years)

Ubs Financial Services Inc

2021 - 2021 (< 1 year)

Samuel A. Ramirez & Co., Inc

2019 - 2021 (2 years)

Morgan Stanley

2019 - 2019 (< 1 year)

California State Treasurers Office

2019 - 2019 (< 1 year)

California State Treasurers Office

2018 - 2021 (3 years)

Wag

2017 - 2017 (< 1 year)

Chicago Fire

2017 - 2019 (2 years)

Not Employed - Student

2010 - 2017 (7 years)

Not Employed - Student

Disclosures

Please visit the SEC profile of Hailee Brigman 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 Knightsbridge Wealth Management

Kurt Beimfohr
Newport Beach, CA
Joshua Meier
Newport Beach, CA
Hailee Brigman
Newport Beach, CA
Miles Yourman
Newport Beach, CA
Teresa Wagner
Newport Beach, CA
John Prichard
Newport Beach, CA
Jeffrey Vieth
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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