Mariana
Llamas
Brio Financial Group
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About this Advisor
Mariana Llamas is a financial advisor based in San Francisco, California, working with Brio Financial Group. Mariana has previously held positions at Lpl Financial LLC, Secure Planning Group, Rz Wealth, Sofia Financial, American Financial Management Group, Rita's Italian Ice, West Chester University Of Pennsylvania, The Rook, Xena Financial Planning LLC, and Brio Financial Group. Mariana has passed the Series 65 regulatory exam and is registered to provide services in California and New York. Currently, Mariana is part of Brio Financial Group, which operates out of San Francisco, California. The firm has 1 office and 18 employees. The firm manages assets totaling $699.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Brio Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brio Financial Group Brokerage Details
$699,436,909
18
2,899
$241,268
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
Mariana Llamas Work History
Brio Financial Group
Xena Financial Planning LLC
Lpl Financial LLC
Secure Planning Group
Sofia Financial
American Financial Management Group
The Rook
Rz Wealth
West Chester University Of Pennsylvania
Rita'S Italian Ice
Disclosures
Please visit the SEC profile of Mariana Llamas 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
San Francisco, CA
San Francisco, CA
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Denver, CO
San Francisco, CA
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San Francisco, CA
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