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Brendan Patrick Mcconnell

ATEGENOS CAPITAL, LLC·BERWYN, Pennsylvania
Unclaimed Profile
1000 CHESTERBROOK BOULEVARD, BERWYN, PA 19312CRD# 4278771Firm CRD# 326708
01

About

Brendan Patrick Mcconnell is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with ATEGENOS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ATEGENOS CAPITAL, LLC
ATEGENOS CAPITAL, LLC
AUM
$131M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ATEGENOS CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4278771
Firm CRD# 326708
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Patrick Mcconnell offer?
Brendan Patrick Mcconnell specializes in Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Brendan Patrick Mcconnell's credentials?
Brendan Patrick Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Patrick Mcconnell located?
Brendan Patrick Mcconnell is based in BERWYN, Pennsylvania, working with ATEGENOS CAPITAL, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Brendan Patrick Mcconnell charge for services?
Brendan Patrick Mcconnell'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 ATEGENOS CAPITAL, LLC?
ATEGENOS CAPITAL, LLC has approximately 16 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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