Brennan John David

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Assets, Funds, Holdings

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Brennan John David
CRD #108801
SEC #801-42879
CIK #
AUM $495.5 MM (2024-03-27)
Employees 2 (100% Investors, 0% Brokers)
Phone619-435-1600
Address1001 B Avenue
Coronado, CA 92118-3425
Source [IAPD]
Total AUM ($MM)
60048036024012002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 51 13.3
(b) Individuals (high net worth individuals) 61 457.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 24.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 321 495.5
By Discretionary
Discretionary 286 358.5
Non-Discretionary 35 137.0
Total 321 495.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 495.5
Total 321 495.5
Comparable Firms State AUM ($BB)
West Advisors Incorporated
IN 0.5
Capitalia Suisse
0.5
VSM Wealth Advisory LLC
MD 0.5
John A Wolfe & Associates Inc
MI 0.5
HZ Investments Inc
MD 0.5
Oak Family Advisors LLC
IL 0.5
Covenant Asset Management LLC
NJ 0.5
M Kraus & Company
VT 0.5
Lighthouse Financial LLC
FL 0.5
Dumont & Blake Investment Advisors LLC
NJ 0.5
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