Brickell Financial Group
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
848 Brickell Ave Ph 5, Miami, Florida, 3...Phone Number
(305) 602-2402Website
www.brickellfin.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Brickell Financial Group
Brickell Financial Group LLC is a registered investment advisory firm that partners with high-earning individuals, small business owners, and pre-retirees to help them achieve financial independence through informed investment decisions. The company employs a three-step process to create and regularly review personalized financial plans, tax strategies, and investment performance assessments. With a commitment to optimizing financial strategies using advanced planning software, Brickell Financial Group aims to empower clients to navigate economic changes effectively. Founded by Pedro Gomez, a seasoned CFP professional, the firm seeks to provide exceptional financial services typically reserved for ultra-high-net-worth individuals to a broader audience.Explore more
Brickell Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Brickell Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Brickell Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brickell Financial Group.
Brickell Financial Group Tech Stack
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Brickell Financial Group LLC is a registered investment advisory firm that partners with high-earning individuals, small business owners, and pre-retirees to help them achieve financial independence through informed investment decisions. The company employs a three-step process to create and regularly review personalized financial plans, tax strate... Read More
