64 Lyme Rd.
Hanover, New Hampshire 03755
Tel: 603-643-4441
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288927 |
SEC# | 801-110901 |
Assets Managed by Firm | $223,454,367 |
No. of Clients | 709 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 709 | $223,454,367 |
Individuals (other than high net worth individuals) | 217 | $60,763,626 |
High net worth individuals | 38 | $162,433,807 |
Corporations or other businesses | Fewer than 5 clients | $256,934 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$3,108,813,749 | 1858 | 45 |
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