BRECK PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FRISCO, Texas
CRD number
301203
Registered since
July 15, 2019

Firm profile

FINTRX

Overview

Breck Partners, LLC is an SEC-registered limited liability company admitted in 2019. The firm is owned by an individual and is not categorized under a standard adviser classification in the available records. Public attributes indicate Breck Partners operates more as a sponsor and general partner — it serves as sponsor, GP, and managing member of pooled investment vehicles — rather than as a multi-state retail advisory platform. The firm is not listed as an active ESG investor and is not identified as a capital allocator, pension consultant, or related adviser in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • BRIAN STEINBRUECK

    Co-Founder & PartnerCRD 4986136

  • BRADLEY BRENNEMAN

    Co-Founder & Managing PartnerCRD 5998298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRISCO, TX

COLLIN

Location

FRISCO, TX

Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
6160 Warren Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth