Patrick Brennan, financial advisor Napa CA

Patrick Brennan

CRD Number: 3103562
Current Firm: Brennan Asset Management

Patrick Brennan (CRD# 3103562) is an Investment Advisor Representative working at Brennan Asset Management in Napa, CA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Brennan Asset Management Napa, CA Jan 2015 - Current 9
Hutchinson Capital Management Larkspur, CA Jan 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
Contact Info for Patrick T. Brennan
Phone Number: (707) 666-0296
Registered State(s):
  • CA
Current Firm Details
Brennan Asset Management
Firm's CRD Number: 174637
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $981,155
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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