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BREAN ASSET MANAGEMENT, LLC
BREAN ASSET MANAGEMENT, LLC
SUMMIT, New Jersey
·
2 registered advisors
·
CRD# 281712
SEC# 801-117198
0
212-702-6677
01
Firm Overview
AUM
$215M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BREAN ASSET MANAGEMENT, LLC
2 registered advisors
Robert Michael Fine
SUMMIT, New Jersey
CRD# 1450313
Robert Moyse Tirschwell
SUMMIT, New Jersey
CRD# 2230453
05
Office Locations
SUMMIT, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. BREAN ASSET MANAGEMENT, LLC (CRD# 281712) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.