Brennan John David is a large advisory firm based in Coronado. It manages $401.06 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Brennan John David provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brennan John David is $401.06 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brennan John David for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Brennan John David is high net worth individuals with 80 clients and $376.4 million of assets under management. Among the 8 most similar advisory firms, Brennan John David has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $377.6 million for 92 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brennan John David doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Brennan John David performs its advisory services is located at 1001 B Avenue, Coronado, CA 92118 3425, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-435-1600 or by fax 619-435-1399. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.