Investment adviser · CRD 108801
PERSONAL FINANCIAL MANAGEMENT
Investment adviser filing (IA)
BRENNAN JOHN DAVID
CORONADO, CA, United States · Form ADV filed Apr 30, 2025
- Regulatory AUM
- $505M Form ADV · Item 5.F
- Client accounts
- 299 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 |
|---|---|---|---|
| High-net-worth individuals | 53 | $464,319,946 | 91.9% |
| Charities | Fewer than 5 | $26,515,085 | 5.2% |
| Individuals | 48 | $14,351,735 | 2.8% |
Filing source
Form ADV 1983072 · Apr 30, 2025 · 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: Apr 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1001 B AVENUE, SUITE 307CORONADO, CA, 92118-3425, United States
CRD 108801
Filing source
Form ADV 1983072 · Apr 30, 2025 · 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.