Brendel Financial Advisors LLC

RIASEC RegisteredEst. 2017

Total AUM

$260M

Discretionary

$238M

91% of AUM

Avg account

$365K

Accounts

712

Employees

Advisory reps

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

FINTRX

Overview

Brendel Financial Advisors LLC is an independent, SEC‑registered registered investment adviser formed in 2017 and organized as an LLC with individual ownership. The firm positions itself as a fee‑based advisory practice (percentage of AUM) serving both individual and family clients as well as institutional relationships. Core advisory capabilities listed on the ADV include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and manager selection. The firm also conducts insurance brokerage as part of its business activities. Brendel identifies as a capital allocator rather than a pure shop of in‑house product manufacturing, and it does not describe itself as an active ESG investor.