D. M. Brenner, Inc.

D. M. Brenner, Inc. (CRD# 134398) is a financial advisory firm headquartered in Solana Beach, CA. They manage $141,383,897 in 382 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $370,115
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at D. M. Brenner, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David M. Brenner
CRD#: 1370881
380 Stevens Avenue, Suite 205, Solana Beach, CA 92075

David Brenner (CRD# 1370881) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 38 years of experience in the finance industry.

2
Alondra Zepeda-Ochoa
CRD#: 7392861
380 Stevens Avenue, Suite 205, Solana Beach, CA 92075

Alondra Zepeda-Ochoa (CRD# 7392861) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 2 years of experience in the finance industry.

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