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Brenton Boyle Armstrong

Weatherly Asset Management

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About Brenton Boyle Armstrong

Brenton Boyle Armstrong is a financial advisor at Weatherly Asset Management in Del Mar, CA. Brenton has been in the industry since 2008 and has a Series 65 license and a Series 3 license. Brenton has a long history of serving individual and corporate clients. Brenton is a Certified Financial Planner and has experience in various financial planning areas, including portfolio management for individuals and businesses, as well as pension consulting.

Firm Information

Brenton Armstrong is currently registered with Weatherly Asset Management. Weatherly Asset Management is an investment advisory firm located in DEL MAR, CA. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and publish periodicals. They manage approximately $1.27 billion in assets for a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They are registered with the SEC and have a firm ADV number of 801-48177.
Weatherly Asset Management

832 CAMINO DEL MAR, SUITE 4

DEL MAR, CA 92014

$1.27B

Assets Under Management

362

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Brenton Armstrong’s Registration & Firm History

CA

02/26/2008 - Present

Weatherly Asset Management (DEL MAR CA)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenton Boyle Armstrong.
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