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| Happy Holidays!! thanks for using AUM13F!! |
| Brendel Financial Advisors LLC
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| CRD # | 288927 |
| SEC # | 801-110901 |
| CIK # | 0001768065 |
| AUM | $226.5 M (2025-03-28) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 603-643-4441 |
| Address | 64 Lyme Rd Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001768065 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Capital Corp | 2.6 | ||
| Social Capital Hedosophia Holdings Corp V | 2.5 | ||
| Williams Companies Inc | 2.5 | ||
| SPDR Gold Trust | 2.5 | ||
| Broadcom Inc | 2.4 | ||
| Alphabet Inc | 2.2 | ||
| Pfizer Inc | 2.2 | ||
| Chewy Inc | 2.1 | ||
| Amerisourcebergen Corp | 1.9 | ||
| Merck & Co Inc | 1.9 | ||
| Exxon Mobil Corp | 1.8 | ||
| Ameriprise Financial Inc | 1.4 | ||
| AbbVie Inc | 1.2 | ||
| Carrier Global Corp | 1.0 | ||
| Chevron Corp | 0.9 | ||
| International Business Machines Corp | 0.7 | ||
| 3M Co | 0.7 | ||
| Oracle Corp | 0.7 | ||
| OGE Energy Corp | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 86.8 |
| (b) Individuals (high net worth individuals) | 90 | 139.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 650 | 226.5 |
| By Discretionary | ||
| Discretionary | 645 | 207.2 |
| Non-Discretionary | 5 | 19.3 |
| Total | 650 | 226.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 226.4 | |
| Total | 650 | 226.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001768065] |
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