BREEN FINANCIAL CORPORATION

CHARLOTTE, North Carolina·1 registered advisor·CRD# 116296
SEC# 801-60763704-544-2399
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Subscription fees
03

Specialties

Investment Management
04

Advisors at BREEN FINANCIAL CORPORATION

1 registered advisor
James Thomas Breen
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. BREEN FINANCIAL CORPORATION (CRD# 116296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.