A complete list of active advisors currently associated with Brinker Asset Management
Warmer can help you find a great advisor at Brinker Asset Management or one who fits your needs even better.
Brinker Asset Management is an investment manager that primarily serves pooled vehicles and institutional clients while also noting a role with high‑net‑worth individuals. Its Form ADV describes the firm’s provision of investment management and advisory services and indicates it uses a percentage‑of‑AUM fee model common in the category. The firm reports that a substantial portion of its assets are managed on a non‑discretionary basis, so Brinker typically provides recommendations while clients or governing bodies retain final trading authority. The brochure also addresses topics such as performance‑based fees and side‑by‑side management and outlines the firm’s methods of analysis and risk considerations. Distinctive features in the ADV include a relatively small reported AUM (about $356,000) and no listed advisory personnel, which is atypical for investment managers of this type. Combined with the uncommon mix of primarily non‑discretionary mandates and service to high‑net‑worth individuals alongside pooled/institutional work, the firm’s operating profile differs from most peers.
To learn more about the advisors currently working at Brinker Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tetonia, ID
| 20
|
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