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David Morgan Brenner

D. M. BRENNER, INC.·SOLANA BEACH, California
Clean recordD. M. BRENNER, INC.
380 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 1370881Firm CRD# 134398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Morgan Brenner · SOLANA BEACH, CA
Registration
CRD #1370881 · D. M. BRENNER, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Morgan Brenner is a registered financial advisor based in SOLANA BEACH, California, affiliated with D. M. BRENNER, INC.. 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
Introduction

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03

Firm Overview

Firm
D. M. BRENNER, INC.
D. M. BRENNER, INC.
AUM
$161M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at D. M. BRENNER, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1370881
Firm CRD# 134398
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Morgan Brenner offer?
David Morgan Brenner specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.
What are David Morgan Brenner's credentials?
David Morgan Brenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Morgan Brenner located?
David Morgan Brenner is based in SOLANA BEACH, California, working with D. M. BRENNER, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does David Morgan Brenner charge for services?
David Morgan Brenner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D. M. BRENNER, INC.?
D. M. BRENNER, INC. has approximately 4 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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