D. M. BRENNER, INC.
SEC RegisteredIt's not always about money
About the firm
D.M. Brenner, Inc. provides comprehensive financial planning for families, small businesses, and professional practices. The firm blends the science of financial analysis with the art of human understanding, believing that a financial plan must be as unique as the client it is designed to serve.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including retirement and estate planning, investment management, life and health insurance, and Notary Public services
Who they serve
Families, small businesses, and professional practices
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 69 | $27M |
| High Net Worth Individuals | 55 | $156M |
| Charitable Organizations | 9 | $10M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. D. M. BRENNER, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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