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
https://www.linkedin.com/company/breckencapitaladvisors
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Brecken Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leonard Brecken, financial advisor Weddington NC
Leonard J. Brecken
CRD#: 2183276
Weddington, NC

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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