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Broman & Greig Asset Management, LLC (Santa Monica)


Broman & Greig Asset Management, LLC is an adviser based in Santa Monica. It manages $66 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Broman & Greig Asset Management provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Broman & Greig Asset Management: assets under management

The assets under management (AUM) of Broman & Greig Asset Management, LLC is $66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $330 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Broman & Greig Asset Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Broman & Greig Asset Management, LLC performs its advisory services is located at 2811 Wilshire Blvd, Santa Monica, CA 90403, which is also the mailing address of the firm. An additional office of the firm is in Westlake Village, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-829-7654 or by fax 310-829-7659. The normal business hours are 8:00am-6:00pm on Monday - Friday.


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