David
Brenner
D. M. Brenner, Inc
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About this Advisor
David Brenner is a financial advisor based in Solana Beach, California, working with D. M. Brenner, Inc. David has previously held positions at D. M. Brenner, Inc and Fortune Financial Services, Inc. David has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of D. M. Brenner, Inc, which operates out of Solana Beach, California. The firm has 4 employees and manages assets totaling $160.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at D. M. Brenner, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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D. M. Brenner, Inc Brokerage Details
$160,640,345
4
396
$405,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Brenner Work History
D.M. Brenner, Inc
Fortune Financial Services, Inc
Disclosures
Please visit the SEC profile of David Brenner 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 D. M. Brenner, Inc
Solana Beach, CA
Solana Beach, CA
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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