RIA Intel›Advisers›California›KOLL BREN SCHREIBER REALTY ADVISORS, INC.

KOLL BREN SCHREIBER REALTY ADVISORS, INC.

Advisory

N·NEWPORT BEACH, CA

Data as of Apr 3, 2024 · Source: SEC Form ADV

Total AUM
$128K
1-Year AUM Growth
-32.0%
3-Year CAGR
-80.7%
Employees
3
Assets Under Management
Total AUM$128K
Discretionary AUM$0
Non-Discretionary AUM$128K
Discretionary %0%
Total Clients—
Team
Total Employees3
Investment Advisers79
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingMar 29, 2001
Latest FilingApr 3, 2024
🔒 Full AUM trend chart and 38 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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