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Bryan Robert Giron

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$880.9M

Fee Structure

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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Redw Wealth LLC
February 2024 - Present · 2 yrs
Previous Registrations
Better Money Decisions
September 2015 - August 2023 · 7 yrs 11 mos
Portfolio Asset Management
August 2011 - August 2013 · 2 yrs
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.
Bryan Robert Giron - Financial Advisor | TrueAdvisor