Family Office - Multi • San Diego, United States

Friedman Brannen

Friedman Brannen is a family office - multi based in San Diego, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Family Office - Multi
Investor Type
San Diego, United States
Headquarters
About

Friedman Brannen

Friedman Brannen is a multi family office based in San Diego, California. The firm offers estate and trust services, family office, tax planning and preparation, wealth planning, business and individual consulting and international compliance. The assets and investments of the company are managed and administered by the executive management team.

Investment Focus

What Friedman Brannen Invests In

Investment types: Long-Term Investments, Asset Disposition

Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing, Investment Management, Debt Management, Diversified Finance Consulting Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 3579 Valley Centre Drive\nSuite 125\nSan Diego\nCalifornia\n92130\nUnited States

Contact Friedman Brannen

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.