D. M. Brenner, Inc.
D. M. Brenner, Inc. (CRD# 134398) is a financial advisory firm headquartered in Solana Beach, CA. They manage $59,731,837 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts215ACCOUNTS
Average Account Value$277,823
- A percentage of assets under your management
- 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)
David Brenner (CRD# 1370881) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 32 years of experience in the finance industry.
Alexandra Kinander (CRD# 5346286) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 10 years of experience in the finance industry. Alexandra Kinander 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.