RIA Intel›Advisers›Arizona›BREEN III, DENNIS M.

BREEN III, DENNIS M.

Advisory

TUCSON, AZ

Data as of Aug 15, 2005 · Source: SEC Form ADV

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$60M

Discretionary AUM$0

Non-Discretionary AUM$60M

Discretionary %0%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingFeb 5, 2005

Latest FilingAug 15, 2005

🔒 Full AUM trend chart and 4 historical filings spanning 1 year

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BREEN III, DENNIS M.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.