Investment adviser · CRD 130494

BROMAN & GREIG ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

SANTA MONICA, CA, United States · Form ADV filed Oct 5, 2012

Regulatory AUM
$66M
Form ADV · Item 5.F
Client accounts
200
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Oct 5, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

2811 WILSHIRE BLVD, SUITE 700
SANTA MONICA, CA, 90403, United States

CRD 130494

Filing source

Form ADV 673435 · Oct 5, 2012 · 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.