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BROMAN & GREIG ASSET MANAGEMENT, LLC
CRD 130494 · SEC 801-63088
3075 E. THOUSAND OAKS BLVD, SUITE 31, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-403-2145
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.1M
Discretionary AUM
$11.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $8.1M |
Official SEC filing: View on IAPD