Brogan Asset Management, LLC
RIAState Registered
Total AUM
$500K
Discretionary
$500K
100% of AUM
Avg account
$250K
Accounts
2
Employees
2
Advisory reps
3
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 is an independent, Pennsylvania-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, plus small-business relationships and select institutional/business accounts, providing financial planning and portfolio management services. Its fee arrangements include percentage-of-assets, hourly engagement charges, and fixed fees. Brogan does not position itself as a capital allocator to external managers and is not an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations