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Brendan Matthew Ross

DIRECT LENDING INVESTMENTS, LLC·GLENDALE, California
Unclaimed Profile
550 N. BRAND BLVD., GLENDALE, CA 91203CRD# 5245330Firm CRD# 282476
01

About

Brendan Matthew Ross is a registered financial advisor based in GLENDALE, California, affiliated with DIRECT LENDING INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DIRECT LENDING INVESTMENTS, LLC
DIRECT LENDING INVESTMENTS, LLC
AUM
$866M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at DIRECT LENDING INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5245330
Firm CRD# 282476
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Matthew Ross offer?
Brendan Matthew Ross specializes in Retirement Planning. Contact their office in GLENDALE, California for a consultation.
What are Brendan Matthew Ross's credentials?
Brendan Matthew Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Matthew Ross located?
Brendan Matthew Ross is based in GLENDALE, California, working with DIRECT LENDING INVESTMENTS, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Brendan Matthew Ross charge for services?
Brendan Matthew Ross's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT LENDING INVESTMENTS, LLC?
DIRECT LENDING INVESTMENTS, LLC has approximately 27 employees and manages $866M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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