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Home > Retirement Planners > california > solana beach > D. M. BRENNER, INC.
D. M. BRENNER, INC.
380 Stevens Avenue
Suite 205
Solana Beach, California 92075
Tel: 858-345-1001
About D. M. BRENNER, INC.
D M BRENNER, INC, formally registered with the SEC as D M BRENNER, INC. The firm was established in 09/08/2020. They have over 1 offices throughout the country.
D. M. BRENNER, INC. is a Solana Beach, California based Financial Planning firm with nearly $160,640,345 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134398 |
| SEC# | 801-119136 |
| Assets Managed by Firm | $160,640,345 |
| No. of Clients | 396 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 396 | $160,640,345 |
| Individuals (other than high net worth individuals) | 51 | $12,781,536 |
| High net worth individuals | 72 | $141,880,332 |
| Pension and profit sharing plans | 10 | $5,918,201 |
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