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BRENDEL FINANCIAL ADVISORS LLC

64 Lyme Rd.
Hanover, New Hampshire 03755
Tel: 603-643-4441

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About BRENDEL FINANCIAL ADVISORS LLC

BRENDEL FINANCIAL ADVISORS LLC, formally registered with the SEC as BRENDEL FINANCIAL ADVISORS LLC. The firm was established in 07/31/2017. They have over 1 offices throughout the country.

BRENDEL FINANCIAL ADVISORS LLC is a Hanover, New Hampshire based Financial Planning firm with nearly $223,454,367 assets under management, offering retirement planning & investment advisory services to 709 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288927
SEC#801-110901
Assets Managed by Firm$223,454,367
No. of Clients709
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total709$223,454,367
Individuals (other than high net worth individuals)217$60,763,626
High net worth individuals38$162,433,807
Corporations or other businessesFewer than 5 clients$256,934

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