BRENDEL & FISHER WEALTH MANAGEMENT, LLC
Legal name: BRENDEL & FISHER FINANCIAL ADVISORS
CRD #156688 SEC #801-72213 HANOVER, NH 603-643-4441
SEC Registered
Total AUM
$236.3M
Discretionary
$189.5M
Employees
5
Clients
51
Accounts
1,096
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $236.3M | $189.5M | $46.8M | 5 | 400 |
| Nov 2016 | $199.5M | $158.4M | $41.1M | 5 | 500 |
| May 2016 | $199.5M | $158.4M | $41.1M | 5 | 500 |
| Mar 2016 | $199.5M | $158.4M | $41.1M | 5 | 500 |
| Mar 2016 | $199.5M | $158.4M | $41.1M | 5 | 500 |
| Nov 2015 | $211.1M | $170.8M | $40.3M | 4 | 400 |
| May 2015 | $211.1M | $170.8M | $40.3M | 4 | 400 |
| May 2015 | $211.1M | $170.8M | $40.3M | 4 | 400 |
| Mar 2015 | $211.1M | $170.8M | $40.3M | 4 | 400 |
| Jun 2014 | $206.7M | $175.9M | $30.9M | 4 | 400 |
| Mar 2014 | $206.7M | $175.9M | $30.9M | 4 | 400 |
| Jun 2013 | $173M | $173M | $0 | 3 | 300 |
| Mar 2013 | $173M | $173M | $0 | 3 | 300 |
| Nov 2012 | $135M | $105M | $30M | 3 | 26 |
| Mar 2012 | $135M | $105M | $30M | 1 | 26 |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2017
Total AUM$236.3M
Discretionary$189.5M
Non-Disc.$46.8M
Employees5
Clients400
DateNov 2016
Total AUM$199.5M
Discretionary$158.4M
Non-Disc.$41.1M
Employees5
Clients500
DateMay 2016
Total AUM$199.5M
Discretionary$158.4M
Non-Disc.$41.1M
Employees5
Clients500
DateMar 2016
Total AUM$199.5M
Discretionary$158.4M
Non-Disc.$41.1M
Employees5
Clients500
DateMar 2016
Total AUM$199.5M
Discretionary$158.4M
Non-Disc.$41.1M
Employees5
Clients500
DateNov 2015
Total AUM$211.1M
Discretionary$170.8M
Non-Disc.$40.3M
Employees4
Clients400
DateMay 2015
Total AUM$211.1M
Discretionary$170.8M
Non-Disc.$40.3M
Employees4
Clients400
DateMay 2015
Total AUM$211.1M
Discretionary$170.8M
Non-Disc.$40.3M
Employees4
Clients400
DateMar 2015
Total AUM$211.1M
Discretionary$170.8M
Non-Disc.$40.3M
Employees4
Clients400
DateJun 2014
Total AUM$206.7M
Discretionary$175.9M
Non-Disc.$30.9M
Employees4
Clients400
DateMar 2014
Total AUM$206.7M
Discretionary$175.9M
Non-Disc.$30.9M
Employees4
Clients400
DateJun 2013
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees3
Clients300
DateMar 2013
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees3
Clients300
DateNov 2012
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees3
Clients26
DateMar 2012
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees1
Clients26
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--