Overview
Assets Under Management: $161 million
Headquarters: SOLANA BEACH, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
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