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Building 2BRENDEL FINANCIAL ADVISORS LLC

Map pinHANOVER, NH
Phone603-643-4441
NotebookSEC #801-110901
Total AUM
$260.2M
Employees
4
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
64 LYME RD.
HANOVER
NH 03755
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
603-643-4441

ReceiptFinancials

Total AUM
$260.2M
Accounts
712
Discretionary
$237.5M
Accounts
707
Non-Discretionary
$22.7M
Accounts
5

ContactClients

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Individual Clients
248
AUM
$53.4M
HNW Individual Clients
73
AUM
$206.1M
Corporation or Business Clients
4
AUM
$607K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYRITXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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