Broman & Greig Asset Management, LLC

Broman & Greig Asset Management, LLC (CRD# 130494) is a financial advisory firm headquartered in Santa Monica, CA. They manage $66,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $330,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 Broman & Greig Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert R. Greig
CRD#: 2766926
2811 Wilshire Blvd, Suite 700, Santa Monica, CA 90403
90
Wealthminder
score

Robert Greig (CRD# 2766926) is an Investment Advisor Representative working at Broman & Greig Asset Management, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

2
David P. Broman
CRD#: 2766936
2811 Wilshire Blvd, Suite 700, Santa Monica, CA 90403
70
Wealthminder
score

David Broman (CRD# 2766936) is an Investment Advisor Representative working at Broman & Greig Asset Management, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

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