BRENNAN ASSET MANAGEMENT

BRENNAN ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 174637). Regulatory assets under management: $50.9M.

Registration

• CRD: 174637
• Type: Registered investment adviser
• Phone: (707) 666-0296
• Latest filing: 2026-04-21
• Regulatory AUM: $50.9M
• Discretionary AUM: $49.7M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174637 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search