Investment adviser · CRD 116296

BREEN FINANCIAL CORPORATION

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 27, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2014. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Fixed

Principal office

13024 BALLANTYNE CORPORATE PLACE, SUITE 225
CHARLOTTE, NC, 28277, United States

CRD 116296

Filing source

Form ADV 810155 · Mar 27, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.