BRENDEL FINANCIAL ADVISORS LLC

HTTP://WWW.BRENDELFINANCIAL.COM/ HANOVER, NH Investment Advisor How do I update this listing?

Brendel Financial Advisors is based out of Hanover. Brendel Financial Advisors is a large advisory firm with 225 clients and discretionary assets under management (AUM) of $146,322,347 (Form ADV from 2018-10-16). Their last reported 13F filing for Q4 2018 included $86,995,000 in managed 13F securities and a top 10 holdings concentration of 33.58%. Brendel Financial Advisors's largest holding is Pfizer, Inc. with shares held of 101,827. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BRENDEL FINANCIAL ADVISORS LLC
64 LYME RD.
HANOVER NH    03755
Country: United States

Business Phone: 603-643-4441
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 4
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 14,888,700
Total Number of Clients: 225
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BRENDEL FINANCIAL ADVISORS LLC

ownership team - last updated 2018-10-16
Name Title Start Date Direct/Indirect % Ownership
BRENDEL, JOHN, JOSEPH MANAGING MEMBER, CCO 06/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPINE FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
BRENDEL FINANCIAL ADVISORS LLC MANAGING MEMBER, CCO direct 2017-06-01
BRENDEL FINANCIAL ADVISORS LLC CCO direct 2017-06-01

BRENDEL FINANCIAL ADVISORS LLC

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
BRENDEL, JOHN, JOSEPH MANAGING MEMBER, CCO 06/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPINE FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
BRENDEL FINANCIAL ADVISORS LLC MANAGING MEMBER, CCO direct 2017-06-01
BRENDEL FINANCIAL ADVISORS LLC CCO direct 2017-06-01

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