BBR Partners Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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BBR Partners, federally registered in 2000, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 75 advisors. BBR Partners manages $15.9 billion and provides investment advisory services for 1,307 clients (1:18 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $20,000,000
Average Client Balance $12,154,705
Hybrid Advisor No
Disciplinary History No
Total AUM $15.9 billion
Advisor / Client Ratio 1:18
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 109688)
State(s) Registered CA, CO, CT, DE, DC, FL, GA, IL, IA, KY, LA, MD, MA, MO, NE, NV, NH, NJ, NY, NC, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WY

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