RIA Intelligence

D. M. BRENNER, INC.

CRD #134398 SEC #801-119136 SOLANA BEACH, CA 858-345-1001
SEC Registered
Total AUM
$176.1M
Discretionary
$175M
Employees
6
Clients
101
Accounts
389

AUM Over Time

DateOct 2025
Total AUM$176.1M
Discretionary$175M
Non-Disc.$1.1M
Employees6
Clients4
DateAug 2025
Total AUM$176.1M
Discretionary$175M
Non-Disc.$1.1M
Employees4
Clients4
DateMar 2025
Total AUM$176.1M
Discretionary$175M
Non-Disc.$1.1M
Employees5
Clients4
DateSep 2024
Total AUM$160.6M
Discretionary$152.4M
Non-Disc.$8.3M
Employees4
Clients4
DateMar 2024
Total AUM$160.6M
Discretionary$152.4M
Non-Disc.$8.3M
Employees4
Clients4
DateNov 2023
Total AUM$141.4M
Discretionary$127.8M
Non-Disc.$13.5M
Employees6
Clients2
DateOct 2023
Total AUM$141.4M
Discretionary$127.8M
Non-Disc.$13.5M
Employees6
Clients2
DateSep 2023
Total AUM$141.4M
Discretionary$127.8M
Non-Disc.$13.5M
Employees6
Clients2
DateMar 2023
Total AUM$141.4M
Discretionary$127.8M
Non-Disc.$13.5M
Employees6
Clients2
DateFeb 2022
Total AUM$149.2M
Discretionary$122.5M
Non-Disc.$26.7M
Employees5
Clients0
DateJan 2022
Total AUM$128.4M
Discretionary$35.7M
Non-Disc.$92.7M
Employees5
Clients0
DateMar 2021
Total AUM$128.4M
Discretionary$35.7M
Non-Disc.$92.7M
Employees5
Clients0
DateOct 2020
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees5
Clients2
DateSep 2020
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees5
Clients2
DateAug 2020
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees5
Clients2
DateJul 2020
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees5
Clients2
DateJun 2020
Total AUM$107.3M
Discretionary$0
Non-Disc.$107.3M
Employees5
Clients2