PERSONAL FINANCIAL MANAGEMENT
  • PERSONAL FINANCIAL MANAGEMENT
  • BRENNAN JOHN DAVID

Adviser Profile

As of Date 06/03/2026
Registration status Terminated
ADV Location CORONADO, CA, United States
Contact Info 619 xxxxxxx
AUM* 505,186,766 2%
of that, discretionary 359,067,169 0%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,689,588 9%
% High Net Worth 50.48% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

392M 336M 280M 224M 168M 112M 56M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary