Brc Investment Management, LLC

Brc Investment Management, LLC (CRD# 135061) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $878,615,207 in 529 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    879
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $1,660,898
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, KS, MI, MN, NE, NJ, NY, OH, OR, TX, WA

Financial Advisors at Brc Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janice R. Kelley
CRD#: 4649788
8400 E. Prentice Ave., Suite 1401, Greenwood Village, CO 80111
93
Wealthminder
score

Janice Kelley (CRD# 4649788) is an Investment Advisor Representative working at Brc Investment Management, LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

2
Mark F. Jaeger
CRD#: 4730811
8400 East Prentice Avenue, Suite 1401, Greenwood Village, CO 80111
90
Wealthminder
score

Mark Jaeger (CRD# 4730811) is an Investment Advisor Representative working at Brc Investment Management, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.