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D. M. BRENNER, INC.
CRD 134398 · SEC 801-119136
380 STEVENS AVENUE, SUITE 205, SOLANA BEACH, CA, 92075, United States
Phone
858-345-1001
Fax
858-345-1054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.6M
Discretionary AUM
$193.6M
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $27.5M |
| High net worth individuals | 55 | $155.7M |
| Pension/profit sharing plans | 9 | $10.4M |
| Corporations/business entities | 4 | $68K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD