Breen Investors LP

Breen Investors LP (CRD# 124822) is a financial advisory firm headquartered in Houston, TX. They manage $51,171,777 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2700 Post Oak Boulevard, Suite 1700, Houston, TX 77056

By the Numbers

Total Assets Under Management

51

MILLION
Total Number of Accounts

5

ACCOUNTS
Average Account Value

$10,234,355

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Breen Investors LP

Showing 1 - 2 of 2 top financial advisors.

Daniel A. Breen Iii

CRD#: 1589662

2700 Post Oak Boulevard, Suite 1700, Houston, TX 77056

Daniel Breen Iii (CRD# 1589662) is an Investment Advisor Representative working at Breen Investors LP in Houston, TX and has over 14 years of experience in the finance industry.

Richard V. Cull

CRD#: 4467870

2700 Post Oak Boulevard, Suite 1700, Houston, TX 77056

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.

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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