BRENNAN JOHN DAVID
Doing business as PERSONAL FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$505,186,766
Discretionary
$359,067,169
Non-discretionary
$146,119,597
Firm details
- CRD number
- 108801
- SEC file number
- 801-42879
- Main office
- CORONADO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.