Company profile
Leonard Brecken - Investment Advisor/ Portfolio Manager
Asset Management, Financial Planning & More.
- Industry
- Financial Services
- Employees
- 2
- Headquarters
- Charlotte, North Carolina
- Founded
- 2019
- LinkedIn followers
- 72
- Office locations
- 1
Leonard Brecken - Investment Advisor/ Portfolio Manager company summary
Leonard Brecken - Investment Advisor/ Portfolio Manager is a company in the Financial Services industry, headquartered in Charlotte, North Carolina, founded in 2019. On LinkedIn the company has around 2 employees and 72 followers. Its listed specialties include Portfolio Management & Financial Planning, High-net worth investing, Hedge fund mgt, Economic Analysis, Capital markets.
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About Leonard Brecken - Investment Advisor/ Portfolio Manager
Brecken Capital Advisors, LLC is a fee only registered investment advisor in the state of NC. Brecken Capital Advisors, LLC offers seamless portfolio management & financial planning for the sophisticated investor who's goal is protect & growth assets by actively managing risk. Our motto is: SMARTER INVESTING FOR SOPHISTICATED INVESTORS. Sophisticated investors demand performance and hands on active money management. At BCA we don't sit on our hands as the investing climate changes nor outsource the investment of your money. We believe in portfolio management not sales. Our portfolio management is driven by utilizing 7 proprietary model portfolio in which we measure COST & PERFORMANCE to build trust with our clients. Further, we develop detailed financial plans, that utilize our consultancy expertise in enhancing cash flow for business so as to achieve financial goals.
Specialties
Where is Leonard Brecken - Investment Advisor/ Portfolio Manager located?
Leonard Brecken - Investment Advisor/ Portfolio Manager lists 1 location.
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Frequently asked questions about Leonard Brecken - Investment Advisor/ Portfolio Manager
What does Leonard Brecken - Investment Advisor/ Portfolio Manager do?
Brecken Capital Advisors, LLC is a fee only registered investment advisor in the state of NC. Brecken Capital Advisors, LLC offers seamless portfolio management & financial planning for the sophisticated investor who's goal is protect & growth assets by actively managing risk. Our motto is: SMARTER INVESTING FOR SOPHISTICATED INVESTORS. Sophisticated investors demand performance and hands on active money management. At BCA we don't sit on our hands as the investing climate changes nor outsource the investment of your money. We believe in portfolio management not sales. Our portfolio management is driven by utilizing 7 proprietary model portfolio in which we measure COST & PERFORMANCE to build trust with our clients. Further, we develop detailed financial plans, that utilize our consultancy expertise in enhancing cash flow for business so as to achieve financial goals.
How many employees does Leonard Brecken - Investment Advisor/ Portfolio Manager have?
Leonard Brecken - Investment Advisor/ Portfolio Manager has around 2 employees on LinkedIn.
Where is Leonard Brecken - Investment Advisor/ Portfolio Manager headquartered?
Leonard Brecken - Investment Advisor/ Portfolio Manager is headquartered in Charlotte, North Carolina.
When was Leonard Brecken - Investment Advisor/ Portfolio Manager founded?
Leonard Brecken - Investment Advisor/ Portfolio Manager was founded in 2019.
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