Brumm Financial Services, LLC
% of assets managed in Pasadena, CA
State registeredNo commissions reported
Public-record details
- Address
- 257 South Fair Oaks Avenue, Suite 204, Pasadena, CA 91105
- Phone
- (626) 219-7002
- Listed under
- % of assets managed
- CRD number
- 293353
- Registration
- State registered: CA
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Selection of other advisers
- Clients reported (Form ADV 5.D)
- Fewer than 5
- Employees
- 1
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent, accountant or accounting firm
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-02-02
Read the official record
- SEC IAPD summary for CRD 293353 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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