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James David Brilliant

VAN DEN BERG MANAGEMENT I, INC.·AUSTIN, Texas
Clean record27 years registeredVAN DEN BERG MANAGEMENT I, INC.
805 LAS CIMAS PARKWAY, AUSTIN, TX 78746-9903CRD# 4391606Firm CRD# 112308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David Brilliant · AUSTIN, TX
Registration
CRD #4391606 · VAN DEN BERG MANAGEMENT I, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · January 22, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VAN DEN BERG MANAGEMENT I, INC.
CRD 112308 · SEC 801-14809
AUM
$501M
Regulatory assets under management
Employees
18
665 client accounts
Services offered by VAN DEN BERG MANAGEMENT I, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does James David Brilliant offer?
James David Brilliant specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are James David Brilliant's credentials?
James David Brilliant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Brilliant located?
James David Brilliant is based in AUSTIN, Texas, working with VAN DEN BERG MANAGEMENT I, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does James David Brilliant charge for services?
James David Brilliant's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN DEN BERG MANAGEMENT I, INC.?
VAN DEN BERG MANAGEMENT I, INC. has approximately 18 employees and manages $501M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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