Falists
← Back to search

BRIAN DENNIS, CFP®

DENNIS, BRIAN KEITH

CRD 325735

Visit website

27001 W. AGOURA ROAD, SUITE 350, CALABASAS, CA, 91301-5112, United States

Phone

310-617-8024

Fax

310-300-0266

Registration

— (—)

Source

State registered

Total AUM

$529K

Discretionary AUM

$529K

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

All web addresses on file

Official SEC filing: View on IAPD