Overview
Assets Under Management: $161 million
Headquarters: SOLANA BEACH, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
D. M. BRENNER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134398), D. M. BRENNER, INC. is subject to fiduciary duty under federal law.
D. M. BRENNER, INC. is headquartered in SOLANA BEACH, CA.
D. M. BRENNER, INC. serves 60 high-net-worth clients according to their SEC filing dated September 19, 2024. View client details ↓
According to their SEC Form ADV, D. M. BRENNER, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
D. M. BRENNER, INC. manages $161 million in client assets according to their SEC filing dated September 19, 2024.
According to their SEC Form ADV, D. M. BRENNER, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 396
Discretionary Accounts: 341
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 134398
Last Filing Date: 2024-09-19 00:00:00
Website: https://dmbrenner.com