Brecken Capital Advisors, LLC
Brecken Capital Advisors, LLC (CRD# 300728) is a financial advisory firm headquartered in , . They manage $10,306,061 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Brecken Capital Advisors, LLC
By the Numbers
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Total Assets Under Management10MILLION
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$214,710
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Brecken Capital Advisors, LLC
1
Leonard Brecken (CRD# 2183276) is an Investment Advisor Representative working at Brecken Capital Advisors, LLC in Weddington, NC and has over 27 years of experience in the finance industry.
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