B
$40.8M Total AUM
$40.8M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-2021
- Office Locations
- 2
Office Locations
8 Wright Street Suite 107 Westport CT
-- Amagansett NY
About Brennan Capital Management LLC
Brennan Capital Management LLC is a Westport-based RIA with 2 offices. The firm has been operating for 4 years. Managing $40.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
66 AVG AGE
$20.4M AVG AUM / ADVISOR
$609.1K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL ANDREW BRENNAN
Chairman, Chief Compliance Officer, Owner
- CRD
- #5888708
- Ownership
- 75% or more
Available
Available
Available
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Thomas Ryan Treadwell
Financial Analyst
- CRD
- #7853486
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,812,757 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,812,757 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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