B
CRD: 117644
Brennan Financial Group, LLC
Princeton, NJ, 08540
9084286973
$49.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2002
- Office Locations
- 1
Office Locations
475 Wall Street Princeton NJ
About Brennan Financial Group, LLC
Brennan Financial Group, LLC is a Princeton-based RIA. The firm has been operating for 24 years. Managing $49.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
73 AVG AGE
$49.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Optima
Investment Themes
Frontier Zenith
Investment Vehicles
Fusion
Services
Bridge capital Frontier Wave atlas Momentum Value momentum
Owner & Executives
J
JAY R. BRENNAN
Chief Compliance Officer
- CRD
- #4479464
- Ownership
- 75% or more
(953) 228-2293
ember.fusion@glaciercapital.com
in linkedin.com/in/vital-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,651,972 | -- |
| Total | $49,651,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,651,972
Public Funds:
26.7% Cash:
35.3% Equity - Exchange:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $510,022,219 | 26.7% |
| Cash | $674,299,039 | 35.3% |
| Equity - Exchange | $725,874,320 | 38.0% |
| Total | $1,910,195,578 | 100.0% |