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Bronfman E.L. RothschildJill Lizzi, Wealth Advisor
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth
At a Glance
  • Founded: 1997
  • Headquarters: Rockville, Md.
  • Website: www.belr.com
  • Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting and administration
  • AUM: Approximately $4 billion
  • Clients: About 1,300 individual accounts
  • Staff: 70 team members, including 31 advisors
  • Primary Custodians: Charles Schwab & Co., Fidelity Investments
  • Portfolio Management/Reporting: Advisor View
  • CRM: Advisor CRM
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Case Study:
Bronfman E.L. Rothschild

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