Brc Investment Management, LLC (Greenwood Village)

Name: Brc Investment Management, LLC
Address: 8400 East Prentice Avenue, Greenwood Village, CO, 80111
Telephone: 303-414-1100

Brc Investment Management, LLC is a large advisory firm based in Greenwood Village. It manages $878.62 million of regulatory assets for 529 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.

Brc Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brc Investment Management: assets under management

The assets under management (AUM) of Brc Investment Management, LLC is $878.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 508% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $878.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.66 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brc Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brc Investment Management, LLC

Brc Investment Management, LLC is owned by John Ray Riddle. Mark Frederick Jaeger joined the executive team most recently as the Managing Member/Owner/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Ray Riddle	Managing member/owner	1 Apr 2005	50% - 75%	2733584
Mark Frederick Jaeger	Managing member/owner/chief compliance officer	1 Apr 2005	Other	4730811
Sharon Lee Ward	Managing member/owner	1 Apr 2005	Other	2663324
John David Durie	Managing member/owner	1 Apr 2005	Other	1216947
John David Du Rie	Manager/owner	1 Apr 2005	Other	1216947

Based in Greenwood Village

The principal office where Brc Investment Management, LLC performs its advisory services is located at 8400 East Prentice Avenue, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-414-1100 or by fax 303-414-1111. The normal business hours are 7:00am - 4:00pm mst on Monday - Friday. You can find more information about the New York firm at brcinvest.com.