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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brennan John David
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|---|---|
| CRD # | 108801 |
| SEC # | 801-42879 |
| CIK # | |
| AUM | $505.2 M (2025-04-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 619-435-1600 |
| Address | 1001 B Avenue Coronado, CA 92118-3425 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.4 |
| (b) Individuals (high net worth individuals) | 53 | 464.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 26.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 505.2 |
| By Discretionary | ||
| Discretionary | 264 | 359.1 |
| Non-Discretionary | 35 | 146.1 |
| Total | 299 | 505.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.2 | |
| Total | 299 | 505.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridian Financial Partners LLC
✚
|
VA | 0.5 |
|
Melia Wealth LLC
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|
OK | 0.5 |
|
FMB Wealth Management
✚
|
CA | 0.5 |
|
Asset Planning Inc
✚
|
CA | 0.5 |
|
WP Advisors LLC
✚
|
CA | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.5 |
|
Portfolio Design Labs LLC
✚
|
CA | 0.5 |
|
Capitalia Suisse
✚
|
0.5 |