Janet
Briaud

Briaud Financial Advisors

CRD#1891284
Investment Advisor
in College Station, TX

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About this Advisor

Janet Briaud is a financial advisor based in College Station, Texas, working with Briaud Financial Advisors. Janet has previously held a position at Briaud Financial Planning Inc and is registered to provide services in Texas. Currently, Janet is part of Briaud Financial Advisors, which operates out of College Station, Texas. The firm has 13 employees and manages assets totaling $705.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Briaud Financial Advisors includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1611 Crescent Pointe Parkway
College Station, TX 77845

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Briaud Financial Advisors Brokerage Details

Total Assets Under Management

$705,036,199

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

1,973

TX Average: 2,315
Average Account Size

$357,342

TX Average: $1,314,358

Investment Advisory Services

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

Janet Briaud Work History

1987 - Present (37 years)

Briaud Financial Planning Inc

Disclosures

Please visit the SEC profile of Janet Briaud 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 Briaud Financial Advisors

Matthew Mckay
College Station, TX
Andrea Billquist
College Station, TX
Sachin Sawant
College Station, TX
Peggy Sherman
College Station, TX
Natalie Pine
College Station, TX
Michelle Holmes
College Station, TX
Janet Briaud
College Station, TX

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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