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BRENNAN CAPITAL MANAGEMENT LLC
CRD 316432
8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880, United States
Phone
(267) 630-2781
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.8M
Discretionary AUM
$40.8M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.0M |
| High net worth individuals | 14 | $23.1M |
All web addresses on file
Official SEC filing: View on IAPD