Breneman, Davis And Associates LLP is a large advisory firm based in Rochester. It manages $65.99 million of regulatory assets for 784 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Iowa, Minnesota, and Wisconsin.
Breneman, Davis And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Breneman, Davis And Associates LLP is $65.99 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Breneman, Davis And Associates LLP for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Breneman, Davis And Associates LLP performs its advisory services is located at 3006 Allegro Park Lane Sw, Ste 3, Rochester, MN 55902, which is also the mailing address of the firm. An additional office of the firm is in Staples, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 507-280-4322 or by fax 507-280-8099. The normal business hours are 7:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.brendavis.com.