Chief Investment Officer/partner · Briaud Financial Advisors
Janet Briaud
CRD 1891284 · Named on Form ADV at one SEC-registered adviser
At a glance
Briaud Financial Advisors, an SEC-registered wealth manager based in College Station, TX with $913 million in regulatory assets, lists Janet Briaud on its Form ADV as Chief Investment Officer/partner, a control person.
Firms and roles
- Briaud Financial AdvisorsChief Investment Officer/partnerWealth manager · College Station, TX · $913M in regulatory assets
AtlasMembers
Janet’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Natalie B. PineLead Advisor, CEO, and Chief Compliance Officer, Briaud Financial Advisors
- Matthew R. McKayPortfolio Manager, Briaud Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janet’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.