Brenneman Investment Adviser, LLC
Firm details
- Headquarters
- ,
- CRD number
- 132319
- Website
- brennemaninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.79%
- Individuals16.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brenneman Investment Adviser, LLC is an independent registered investment advisory firm that focuses on providing financial planning and portfolio management services to individuals and families. The firm operates as a limited liability company and is owned by an individual. Brenneman Investment Adviser is not classified as a capital allocator and does not actively engage in ESG investing. The firm has a diverse fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Its advisory activities encompass financial planning services, portfolio management for individuals and small businesses, as well as for businesses or institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities29%
- Cash & Cash Equivalents18%
- US Government Bonds7%
- Non-Exchange Traded Equities5%
Contacts
1 of 1
Douglas Brenneman
Managing MemberCRD 2481279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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