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Brindle & Bay Logo
Brindle & Bay CB Rank
1135237
Heat Score
51
Brindle & Bay is a financial planning and private wealth management firm.
Founded
obfuscation
Private Frisco, Texas, United States1-10 www.brindleandbay.com
Advice
Financial Services
Risk Management
Overview

Brindle & Bay
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About Brindle & Bay

CB Rank
1135237
Brindle & Bay is a financial planning and private wealth management firm.
Founded
obfuscation
Private Frisco, Texas, United States1-10 www.brindleandbay.com
Advice
Financial Services
Risk Management

Key People

Details

Legal Name Brindle & Bay Financial Advisors, LLC.
Operating Status Active
Company Type For Profit
Founders  Nick Davis
About the Company
Brindle & Bay offers income and expense analysis, social security optimization, inflation planning, spousal-continuation planning, a fiduciary model, a risk management plan, and daily portfolio monitoring services.
Phone Number +1 214 988 9178
Contact Email hello@brindleandbay.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Management and optimization of clients' investment portfolios to align with retirement goals and reduce risks such as duplicated holdings and tax inefficiencies.
Retirement Income Planning
Creating a plan to convert retirement savings into a steady monthly income stream, optimizing sources like Social Security and pensions.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Board Members and Advisors 1 Contacts 4

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

2,593
-60.27%
 in past month

IT Spend

$136.3KThis year, Brindle & Bay is projected to spend $136.3K on IT, according to Aberdeen.

Active Website Tech Count

14Brindle & Bay is actively using 14 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Brindle & Bay's headquarters? Brindle & Bay is located in Frisco, Texas, United States.Who are Brindle & Bay's competitors? Alternatives and possible competitors to Brindle & Bay may include HighTower Advisors, Mariner Wealth Advisors, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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