BRENNAN FINANCIAL GROUP, LLC

BRENNAN FINANCIAL GROUP, LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 117644). Regulatory assets under management: $49.7M.

Registration

• CRD: 117644
• Type: Registered investment adviser
• Location: 475 WALL STREET, PRINCETON, NJ, 08540
• Phone: 908-428-6973
• Latest filing: 2026-01-13
• Regulatory AUM: $49.7M
• Non-discretionary AUM: $49.7M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117644 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search