P
CRD: 108801
Personal Financial Management
Coronado, CA, 92118
6194351600
$505.2M Total AUM
$359.1M Disc. AUM
-3.4% 3Y CAGR
2 Employees
105 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1992
- Office Locations
- 1
Office Locations
1001 B Avenue Suite 307 Coronado CA
About Personal Financial Management
Personal Financial Management is a Coronado-based RIA. The firm has been operating for 33 years. Managing $505.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$252.6M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
33.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
33yrs Firm Age
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Investment Vehicles
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Services
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Owner & Executives
J
JOHN DAVID BRENNAN
Chief Compliance Officer, Financial Analyst, Owner
- CRD
- --
- Ownership
- 75% or more
(723) 899-1533
summit.catalyst@peakcapital.com
in linkedin.com/in/element-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,067,169 | $1,360,103 |
| Non-Discretionary | $146,119,597 | $4,174,846 |
| Total | $505,186,766 | $1,689,588 |
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Separately Managed Accounts
Total SMA Asset: $505,186,766
Equity - Exchange:
10.1% Cash:
13.3% Corporate - Investment Grade:
31.4% Municipal Bonds:
20.8% U.S. Government/Agency:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $90,969,649 | 10.1% |
| Cash | $119,791,716 | 13.3% |
| Corporate - Investment Grade | $282,816,532 | 31.4% |
| Municipal Bonds | $187,343,435 | 20.8% |
| U.S. Government/Agency | $219,768,260 | 24.4% |
| Total | $900,689,592 | 100.0% |