Broman & Greig Asset Management, LLC

Broman & Greig Asset Management, LLC (CRD# 130494) is a financial advisory firm headquartered in Santa Monica, CA. They manage $57,000,000 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2811 Wilshire Blvd, Suite 700, Santa Monica, CA 90403

By the Numbers

Total Assets Under Management

57

MILLION
Total Number of Accounts

113

ACCOUNTS
Average Account Value

$504,425

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

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

Financial Advisors at Broman & Greig Asset Management, LLC

Showing 1 - 2 of 2 top financial advisors.

David P. Broman

CRD#: 2766936

2811 Wilshire Blvd, Suite 700, Santa Monica, CA 90403

David Broman (CRD# 2766936) is an Investment Advisor Representative working at Broman & Greig Asset Management, LLC in Santa Monica, CA and has over 11 years of experience in the finance industry.

Robert R. Greig

CRD#: 2766926

2811 Wilshire Blvd, Suite 700, Santa Monica, CA 90403

Robert Greig (CRD# 2766926) is an Investment Advisor Representative working at Broman & Greig Asset Management, LLC in Santa Monica, CA and has over 11 years 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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