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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSS, ROBERT, KARL | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, ROBERT, KARL | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRENDEL, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | C | Control |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C | |
| FISHER, TIMOTHY, FREDERICK | I | MEMBER | C |
Registrations
Federal
IA
Mar 20, 2017 REGISTERED
Notice Filings (11)
CT FL LA MA ME NH NY PA TX VA VT
Address
64 LYME ROADHANOVER, NH 03755
United States
Phone: 603-643-4441