⚲
|
Brennan John David
✚
|
|
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CRD # | 108801 |
SEC # | 801-42879 |
CIK # | |
AUM | $495.5 MM (2024-03-27) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 619-435-1600 |
Address | 1001 B Avenue Coronado, CA 92118-3425 |
Source | [IAPD] |
Total AUM ($MM) |
---|
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 |