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Brennan John David

CRD 108801SEC# 801-42879Coronado, CA
Export (members)
No longer SEC-registered. Brennan John David appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$505.2M
Employees
2
Accounts
299
Location
Coronado, CA

Brennan John David assets under management

Brennan John David is an investment advisory firm registered with the SEC based in Coronado, CA. It reports $505.2 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Brennan John David owners & executives

1 reported
NameTitleOwnershipSince
John David Brennan ControlSole Proprietor/Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Brennan John David manage?

Brennan John David reports $505.2 million in regulatory assets under management on its Form ADV.

How many employees does Brennan John David have?

Brennan John David reports 2 employees.

Where is Brennan John David located?

Brennan John David is based in Coronado, CA.

Does Brennan John David disclose fund performance?

Brennan John David is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 B Avenue, Suite 307, Coronado, CA 92118-3425
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$359.1M
Non-discretionary$146.1M
Total (RAUM)$505.2M