BROMAN & GREIG ASSET MANAGEMENT, LLC
BROMAN & GREIG ASSET MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 130494). Regulatory assets under management: $11.1M.
Registration
- CRD: 130494
- SEC file number: 801-63088
- Type: Registered investment adviser
- Location: 3075 E. THOUSAND OAKS BLVD, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-403-2145
- Latest filing: 2026-05-22
- Regulatory AUM: $11.1M
- Discretionary AUM: $11.1M
- Clients: 1
- Accounts: 13
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| BROMAN DAVID PAUL | MANAGING MEMBER | — |
| GREIG ROBERT RYDER | CO-MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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