Investment adviser · CRD 125405
BREIDENBACH CAPITAL CONSULTING, LLC
Investment adviser filing (IA)
· Form ADV filed Nov 13, 2023
- Regulatory AUM
- $47.9M Form ADV · Item 5.F
- Client accounts
- 105 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $20,885,990 | 43.6% |
| High-net-worth individuals | 15 | $13,756,716 | 28.7% |
| Individuals | 44 | $8,081,287 | 16.9% |
| Government entities | Fewer than 5 | $5,213,890 | 10.9% |
Filing source
Form ADV 1799288 · Nov 13, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Nov 13, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 125405
Filing source
Form ADV 1799288 · Nov 13, 2023 · 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.