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Building 2D. M. BRENNER, INC.

Map pinSOLANA BEACH, CA
Phone858-345-1001
NotebookSEC #801-119136
Total AUM
$193.6M
Employees
5
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
380 STEVENS AVENUE
SUITE 205
SOLANA BEACH
CA 92075
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
858-345-1001

ReceiptFinancials

Total AUM
$193.6M
Accounts
369
Discretionary
$193.6M
Accounts
369
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$27.5M
HNW Individual Clients
55
AUM
$155.7M
Pension/Profit Sharing Plan Clients
9
AUM
$10.4M
Corporation or Business Clients
4
AUM
$68.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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