Brsquared
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
402 Jonathan Ridge Dr, Danville, Califor...Website
www.br2financialplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About Brsquared
BRsquared is a fiduciary financial advisory firm based in the San Francisco Bay Area, specializing in financial planning and asset management. The firm primarily serves clients in the Technology sector, focusing on retirement planning, investment planning, tax optimization, and estate planning. BRsquared emphasizes a personalized approach, helping clients establish and prioritize their financial goals while designing custom, tax-efficient portfolios. The firm is committed to building long-term relationships with clients, providing ongoing support and adjustments to their financial strategies as needed.Explore more
Popular SearchesBRsquared LLCSIC Code 62,628NAICS Code 52,523Show more
Brsquared Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Brsquared is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Brsquared is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brsquared.
Brsquared Tech Stack
A closer look at the technologies used by Brsquared
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BRsquared is a fiduciary financial advisory firm based in the San Francisco Bay Area, specializing in financial planning and asset management. The firm primarily serves clients in the Technology sector, focusing on retirement planning, investment planning, tax optimization, and estate planning. BRsquared emphasizes a personalized approach, helping... Read More
