Brendel Financial Advisors LLC
Brendel Financial Advisors LLC is an SEC-registered investment adviser headquartered in Hanover, New Hampshire. The firm was founded in 2017 and maintains a small team of 4 employees, equally split between investors and brokers. Brendel primarily serves individuals and high net worth individuals, offering wealth management and investment advisory services.
Investment Strategy
Brendel Financial Advisors LLC focuses on providing tailored investment management services, primarily to individuals and high net worth clients. Their approach is centered around personalized portfolio construction, educational support, and the use of diversified equity and fixed income strategies as indicated by their broad 13F stock and ETF holdings. The firm emphasizes long-term wealth building, client education, and disciplined asset allocation to achieve clients' financial goals.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHW | SHERWIN WILLIAMS CO | 5.95% | $11.6M | 33,469 | $295.82 | $346.26 | +$69.0K |
B BAR | GRANITESHARES GOLD TR | 2.91% | $5.7M | 149,063 | $17.40 | $38.06 | +$735.3K |
A ABBV | ABBVIE INC | 2.72% | $5.3M | 22,908 | $200.32 | $231.54 | +$4.1M |
C CTAS | CINTAS CORP | 2.60% | $5.1M | 24,645 | $173.95 | $205.26 | -$361.4K |
W WMT | WALMART INC | 2.58% | $5.0M | 48,680 | $68.11 | $103.06 | +$322.0K |