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Brendan Devon Houlihan

SALEM PARTNERS WEALTH MANAGEMENT, LLC·LOS ANGELES, California
SIE, Series 7, Series 63, Series 79TOClean recordSALEM PARTNERS WEALTH MANAGEMENT, LLC
11111 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 3271129Firm CRD# 131359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Devon Houlihan · LOS ANGELES, CA
Registration
CRD #3271129 · SALEM PARTNERS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD 131359 · SEC 801-63354
AUM
$360M
Regulatory assets under management
Employees
8
189 client accounts
Services offered by SALEM PARTNERS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SALEM PARTNERS WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Brendan Devon Houlihan offer?
Brendan Devon Houlihan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Brendan Devon Houlihan's credentials?
Brendan Devon Houlihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Devon Houlihan located?
Brendan Devon Houlihan is based in LOS ANGELES, California, working with SALEM PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Brendan Devon Houlihan charge for services?
Brendan Devon Houlihan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALEM PARTNERS WEALTH MANAGEMENT, LLC?
SALEM PARTNERS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Goli Nmn Kamangar
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John Hathaway Dyett
LOS ANGELES, CA
Erik D Ridgley
LOS ANGELES, CA
CFA

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Research
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