Brendel Financial Advisors LLC

Overview

Brendel Financial Advisors LLC is an SEC registered investment adviser based in Hanover, NH, registered since 2017. It reports $26M in assets under management across 712 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$26M

Discretionary

91%

Accounts

712

Average account

$365K

Employees

4

Advisory reps

2

Registered since

2017

Jurisdictions

8

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• John Joseph Brendel Jr Managing Member, Chief Compliance Officer CRD 1804805

Advisory reps 2 of 2

• John J Brendel Jr. Insurance Agent · Investment Adviser Rep CRD 1804805
• John Joseph Brendel III Investment Adviser Rep CRD 7485078

Location

Headquarters

64 Lyme Rd
Hanover, NH 03755

County

Grafton

Metro area

Lebanon, NH-VT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: brendelfinancial.com

Every state, with registration dates

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