Brennan Asset Management
Brennan Asset Management (CRD# 174637) is a financial advisory firm headquartered in , . They manage $33,984,816 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Brennan Asset Management
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$828,898
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Brennan Asset Management
1
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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