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D. M. Brenner, Inc.

● SEC registered since 2020CRD 134398SEC# 801-119136Solana Beach, CA
Export (members)
Reg. AUM
$176.1M
Employees
4
Accounts
389
Location
Solana Beach, CA

D. M. Brenner, Inc. assets under management

D. M. Brenner, Inc. operates as an SEC-registered investment adviser based in Solana Beach, CA. The firm has been registered since 2020. It reports $176.1 million in regulatory assets under management and employs 4 people.

D. M. Brenner, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Morgan Brenner ControlOwner/President/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does D. M. Brenner, Inc. manage?

D. M. Brenner, Inc. reports $176.1 million in regulatory assets under management on its Form ADV.

How many employees does D. M. Brenner, Inc. have?

D. M. Brenner, Inc. reports 4 employees.

Where is D. M. Brenner, Inc. located?

D. M. Brenner, Inc. is based in Solana Beach, CA and has been SEC-registered since 2020.

Does D. M. Brenner, Inc. disclose fund performance?

D. M. Brenner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address380 Stevens Avenue, Suite 205, Solana Beach, CA 92075
Phone858-345-1001
Fax858-345-1054
Office hours8:30 - 5:00
SEC regionLos Angeles Regional Office (LARO)
CIK1872934
Discloses disciplinary historyNo

Assets under management

Discretionary$175M
Non-discretionary$1.1M
Total (RAUM)$176.1M