BREEN WEALTH MANAGEMENT, LLC
Tel: 707-595-6556 200 Kentucky St. 2nd Floor Suite C Petaluma, California 94952
About BREEN WEALTH MANAGEMENT, LLC
BREEN WEALTH MANAGEMENT, LLC is a Petaluma, California based financial advisory firm with nearly $272,806,485 in assets under management and provides investment advisory services for 569 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
286513
Firm SEC#:
801-112749
Assets Under Management:
$272,806,485
No. of Clients:
569
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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