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BRENNAN FINANCIAL GROUP, LLC
CRD 117644
475 WALL STREET, PRINCETON, NJ, 08540, United States
Phone
908-428-6973
Fax
908-428-6976
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.4M |
| High net worth individuals | 19 | $45.2M |
Official SEC filing: View on IAPD