BRIAN DENNIS, CFP®

BRIAN DENNIS, CFP® of CALABASAS, CA is an SEC-registered investment adviser (CRD 325735). Regulatory assets under management: $529K.

Registration

• CRD: 325735
• Type: Registered investment adviser
• Location: 27001 W. AGOURA ROAD, CALABASAS, CA, 91301-5112
• Phone: 310-617-8024
• Latest filing: 2026-01-16
• Regulatory AUM: $529K
• Discretionary AUM: $529K
• Clients: 1
• Accounts: 1

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 325735 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search