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
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNAN, JOHN, DAVID | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (1)
CA
Address
1001 B AVENUESUITE 307
CORONADO, CA 92118-3425
United States
Phone: 619-435-1600