BRENDEL FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- HANOVER, New Hampshire
- CRD number
- 288927
- Registered since
- July 31, 2017
- Website
- www.brendelfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.24%
- Individuals20.53%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brendel Financial Advisors LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered since 2017. The firm bills on a percentage-of-AUM basis and serves both individual and family clients as well as institutional and business accounts. Its advisory offering spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension-consulting work, and the selection of third-party advisers. Brendel also operates as an insurance broker and identifies itself as a capital allocator; it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds18%
- US Government Bonds8%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JOHN BRENDEL
CEOCRD 1804805
Contacts
1 of 1John Brendel
Financial AdvisorCRD 7485078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$54M in ETFs
50%
$26.8M
49%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRANITESHARES GOLD TRUST (BAR) | GraniteShares | Passive | Commodities Focused | $6.8M | 146,753 | 12.53% |
Location
HANOVER, NH
GRAFTON
Location
HANOVER, NH
Headquartered in HANOVER, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- GRAFTON
- Address
- 64 Lyme Rd
- Time zone
- ET (UTC-5)
- Office locations
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