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Bryce Howard Brennan

PSI Capital Management

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About Bryce Howard Brennan

Bryce Brennan is an investment advisor representative associated with PSI Capital Management, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. Bryce Brennan has a Series 65 license and is registered with the state of Pennsylvania. Bryce Brennan has been working in the financial services industry since 2022.

Firm Information

Bryce Brennan is currently registered with PSI Capital Management. PSI Capital Management is an investment advisory firm based in LANCASTER, PA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. PSI Capital Management manages approximately $287 million in assets for over 1,300 clients.
PSI Capital Management

147 NORTH SHIPPEN STREET

LANCASTER, PA 17602

$287.14M

Assets Under Management

9

Total Clients

10

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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Bryce Brennan’s Registration & Firm History

PA

05/17/2023 - Present

PSI Capital Management (LANCASTER PA)

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Licenses & Designations

IA

Issued 09/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryce Howard Brennan.
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