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Brian Jeffery Breen

BREEN WEALTH MANAGEMENT, LLC·PETALUMA, California
Unclaimed Profile
200 KENTUCKY ST., PETALUMA, CA 94952CRD# 4731645Firm CRD# 286513
01

About

Brian Jeffery Breen is a registered financial advisor based in PETALUMA, California, affiliated with BREEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BREEN WEALTH MANAGEMENT, LLC
BREEN WEALTH MANAGEMENT, LLC
AUM
$234M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BREEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4731645
Firm CRD# 286513
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Jeffery Breen offer?
Brian Jeffery Breen specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Brian Jeffery Breen's credentials?
Brian Jeffery Breen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jeffery Breen located?
Brian Jeffery Breen is based in PETALUMA, California, working with BREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Brian Jeffery Breen charge for services?
Brian Jeffery Breen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREEN WEALTH MANAGEMENT, LLC?
BREEN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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