BROGAN ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336800
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brogan Asset Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm caters primarily to individuals and families, offering tailored investment strategies that align with their clients' financial goals. Brogan Asset Management emphasizes a personal approach to wealth management, ensuring that each client receives customized attention and solutions.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2TERENCE BROGAN
Co-Head Market Technician and Equity Market StrategistCRD 3162331
BRIAN BROGAN
Principal, Co-OwnerCRD 4032167
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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