Brennan Financial Group, LLC
Brennan Financial Group, LLC (CRD# 117644) is a financial advisory firm headquartered in Princeton, NJ. They manage $30,164,000 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$346,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jay Brennan (CRD# 4479464) is an Investment Advisor Representative working at Brennan Financial Group, LLC in Skillman, NJ and has 1 year of experience in the finance industry. Jay Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.