Breen Investors LP

Breen Investors LP (CRD# 124822) is a financial advisory firm headquartered in Houston, TX. They manage $70,798,993 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $4,719,933
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Breen Investors LP
Showing 1 - 2 of 2 top financial advisors.
1
Daniel A. Breen Iii
CRD#: 1589662
2001 Kirby Drive, Suite 809, Houston, TX 77019
93
Wealthminder
score

Daniel Breen Iii (CRD# 1589662) is an Investment Advisor Representative working at Breen Investors LP in Houston, TX and has over 7 years of experience in the finance industry.

2
Richard V. Cull
CRD#: 4467870
2001 Kirby Drive, Suite 809, Houston, TX 77019
90
Wealthminder
score

Richard Cull (CRD# 4467870) is an Investment Advisor Representative working at Breen Investors LP in Houston, TX and has 1 year of experience in the finance industry.

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