Overview
Assets Under Management: $273 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 569
Discretionary Accounts: 569
Regulatory Filings
CRD Number: 286513
Last Filing Date: 2025-01-23 00:00:00
Website: https://breenwealth.com