BRENNAN JOHN DAVID
Legal name: PERSONAL FINANCIAL MANAGEMENT
CRD #108801 SEC #801-42879 CORONADO, CA 619-435-1600
SEC Registered
Total AUM
$505.2M
Discretionary
$359.1M
Employees
2
Clients
26
Accounts
299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $505.2M | $359.1M | $146.1M | 2 | 4 |
| Mar 2024 | $495.5M | $358.5M | $137M | 2 | 4 |
| Mar 2023 | $440.8M | $308.1M | $132.7M | 2 | 6 |
| Mar 2022 | $562.1M | $392.3M | $169.8M | 2 | 6 |
| Jul 2021 | $489.9M | $337.4M | $152.4M | 2 | 6 |
| Mar 2021 | $489.9M | $337.4M | $152.4M | 2 | 6 |
| Mar 2020 | $461.8M | $307.9M | $153.9M | 2 | 6 |
| Mar 2019 | $401.1M | $263.7M | $137.4M | 1 | 0 |
| Mar 2018 | $445.5M | $276.9M | $168.6M | 1 | 0 |
| Feb 2017 | $398.1M | $244.4M | $153.7M | 1 | 26 |
| Mar 2016 | $395M | $238.7M | $156.3M | 1 | 26 |
| Mar 2015 | $413.9M | $242.8M | $171.1M | 1 | 26 |
| Mar 2014 | $364.3M | $196.9M | $167.3M | 1 | 26 |
| Mar 2013 | $328.7M | $170.6M | $158.1M | 1 | 26 |
| Feb 2012 | $313.3M | $157.5M | $155.8M | 1 | 26 |
| Mar 2011 | $309.7M | $157.2M | $152.5M | 5 | -- |
| Mar 2010 | $289.1M | $128.5M | $160.6M | 5 | -- |
| Mar 2009 | $268.1M | $122.5M | $145.6M | 5 | -- |
| Mar 2007 | $339.2M | $153M | $186.2M | 5 | -- |
| Mar 2006 | $285.2M | $120M | $165.2M | 5 | -- |
| Mar 2004 | $294.9M | $146.9M | $147.9M | 5 | -- |
DateApr 2025
Total AUM$505.2M
Discretionary$359.1M
Non-Disc.$146.1M
Employees2
Clients4
DateMar 2024
Total AUM$495.5M
Discretionary$358.5M
Non-Disc.$137M
Employees2
Clients4
DateMar 2023
Total AUM$440.8M
Discretionary$308.1M
Non-Disc.$132.7M
Employees2
Clients6
DateMar 2022
Total AUM$562.1M
Discretionary$392.3M
Non-Disc.$169.8M
Employees2
Clients6
DateJul 2021
Total AUM$489.9M
Discretionary$337.4M
Non-Disc.$152.4M
Employees2
Clients6
DateMar 2021
Total AUM$489.9M
Discretionary$337.4M
Non-Disc.$152.4M
Employees2
Clients6
DateMar 2020
Total AUM$461.8M
Discretionary$307.9M
Non-Disc.$153.9M
Employees2
Clients6
DateMar 2019
Total AUM$401.1M
Discretionary$263.7M
Non-Disc.$137.4M
Employees1
Clients0
DateMar 2018
Total AUM$445.5M
Discretionary$276.9M
Non-Disc.$168.6M
Employees1
Clients0
DateFeb 2017
Total AUM$398.1M
Discretionary$244.4M
Non-Disc.$153.7M
Employees1
Clients26
DateMar 2016
Total AUM$395M
Discretionary$238.7M
Non-Disc.$156.3M
Employees1
Clients26
DateMar 2015
Total AUM$413.9M
Discretionary$242.8M
Non-Disc.$171.1M
Employees1
Clients26
DateMar 2014
Total AUM$364.3M
Discretionary$196.9M
Non-Disc.$167.3M
Employees1
Clients26
DateMar 2013
Total AUM$328.7M
Discretionary$170.6M
Non-Disc.$158.1M
Employees1
Clients26
DateFeb 2012
Total AUM$313.3M
Discretionary$157.5M
Non-Disc.$155.8M
Employees1
Clients26
DateMar 2011
Total AUM$309.7M
Discretionary$157.2M
Non-Disc.$152.5M
Employees5
Clients--
DateMar 2010
Total AUM$289.1M
Discretionary$128.5M
Non-Disc.$160.6M
Employees5
Clients--
DateMar 2009
Total AUM$268.1M
Discretionary$122.5M
Non-Disc.$145.6M
Employees5
Clients--
DateMar 2007
Total AUM$339.2M
Discretionary$153M
Non-Disc.$186.2M
Employees5
Clients--
DateMar 2006
Total AUM$285.2M
Discretionary$120M
Non-Disc.$165.2M
Employees5
Clients--
DateMar 2004
Total AUM$294.9M
Discretionary$146.9M
Non-Disc.$147.9M
Employees5
Clients--