Brennan Investment Partners LLC is an adviser based in Wayne. It manages $23.03 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Pennsylvania.
Brennan Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brennan Investment Partners LLC is $23.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brennan Investment Partners LLC for their services and products based on a percentage of assets under management. 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 principal office where Brennan Investment Partners LLC performs its advisory services is located at 690 Lee Road, Wayne, PA 19087, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 610-727-6828 or by fax 610-727-6905. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.