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Briaud Financial Advisors

EST. AUM
$912,788,383

CONTACTS
10

CLIENT ACCOUNTS
2,441

Firm Details

Metro area Austin
CRD Number 105638
Website briaud.com
Client types

Overview

Briaud Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) headquartered in College Station, Texas. With a strong focus on fiduciary responsibility, the firm provides comprehensive wealth management services, including investment management, tax planning, retirement planning, and estate planning. Briaud emphasizes a holistic approach to financial advising, integrating personalized strategies tailored to each client’s life goals, family situation, and long-term financial objectives.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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