B
$12.3M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Alpha unison
- Established Date
- 10-01-2004
- Office Locations
- 1
Office Locations
-- Centerbrook CT
About Brenneman Investment Adviser, LLC
Brenneman Investment Adviser, LLC is a Connecticut-based, retail-focused RIA providing financial planning and insurance support alongside discretionary portfolio management and asset allocation. Portfolios commonly use public funds and ETFs, with allocations to cash and U.S. government/agency bonds as part of the mix. The practice is led by managing member Douglas Jay Brenneman and primarily custodies at Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$293.6K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Peak Fusion timber
Investment Themes
Peak peak
Investment Vehicles
North vital
Services
Radial Bridge
Technology
Meridian
Owner & Executives
D
DOUGLAS JAY BRENNEMAN
Financial Advisor, Managing Member
- CRD
- #2481279
- Ownership
- 75% or more
(814) 315-7829
insight.bridge@frontiercapital.com
in linkedin.com/in/unison-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,846,099 | -- |
| Non-Discretionary | $3,486,767 | -- |
| Total | $12,332,866 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,332,866
Public Funds:
11.1% Equity - Exchange:
19.0% Cash:
36.9% U.S. Government/Agency:
19.7% Equity - OTC:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $455,742,608 | 11.1% |
| Equity - Exchange | $780,099,960 | 19.0% |
| Cash | $1,515,036,237 | 36.9% |
| U.S. Government/Agency | $808,840,484 | 19.7% |
| Equity - OTC | $546,069,972 | 13.3% |
| Total | $4,105,789,261 | 100.0% |