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).
Current Firm Details
By the Numbers
-
Total Assets Under Management141MILLION
-
Total Number of Accounts382ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at D. M. Brenner, Inc.
1
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) 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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