Bryan
Brumley

Cooper Mcmanus

CRD#5623056
Investment Advisor
in Irvine, CA

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About this Advisor

Bryan Brumley is a financial advisor based in Irvine, California, working with Cooper Mcmanus. Bryan has previously held positions at Edward Jones, Financial West Group, Securities America Inc, Securities America Advisors, Cambridge Investment Research, Inc, and Cooper Mcmanus. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Bryan is part of Cooper Mcmanus, which operates out of Irvine, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9870 Research Drive
Irvine, CA 92618

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Cooper Mcmanus Brokerage Details

Total Assets Under Management

$1,575,058,662

CA Average: $7,578,581,321
Total Number of Employees

49

CA Average: 43
Total Number of Accounts

4,577

CA Average: 3,727
Average Account Size

$344,125

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bryan Brumley Work History

2023 - Present (1 year)

Cambridge Investment Research, Inc

2023 - Present (1 year)

Cooper Mcmanus

2015 - 2023 (8 years)

Securities America Inc

2015 - 2023 (8 years)

Securities America Advisors

2014 - 2015 (1 year)

Financial West Group

2008 - 2014 (6 years)

Edward Jones

Disclosures

Please visit the SEC profile of Bryan Brumley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cooper Mcmanus

Christina Bush
San Clemente, CA
Devonney Thurman
Walnut Creek, CA
Matthew Sassani
Irvine, CA
Christina Orta
Thousand Oaks, CA
Flavio Lorrimer
Irvine, CA
Martin Tadman
Irvine, CA
David Roth
Irvine, CA
Matthew Black
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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