Brennan Asset Management

Brennan Asset Management (CRD# 174637) is a financial advisory firm headquartered in , . They manage $6,291,140 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $786,393
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Brennan Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Patrick T. Brennan
CRD#: 3103562
Napa, CA
96
Wealthminder
score

Patrick Brennan (CRD# 3103562) is an Investment Advisor Representative working at Brennan Asset Management in Napa, CA and has over 17 years of experience in the finance industry.

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