BRG FINANCIAL, LLC

BRG FINANCIAL, LLC is an SEC-registered investment adviser (CRD 327813). Regulatory assets under management: $6.0M.

Registration

• CRD: 327813
• Type: Registered investment adviser
• Phone: 484-368-2477
• Latest filing: 2026-02-04
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search