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David B
Series 65
Westlake Village, CA
Broman & Greig Asset Management, LLC
David Broman is a financial advisor with Broman & Greig Asset Management, LLC, holding a Series 65 designation and over 25 years of industry experience. He has been with Broman & Greig Asset Management since 1998 and has served as a corporate secretary for two non-investment-related entities, including a family trust and a technology company. Broman & Greig Asset Management provides discretionary portfolio management and financial planning for individual clients, including both high-net-worth and non-HNW households. The firm employs a primarily top-down investment approach focused on no-load mutual funds and ETFs, supplemented by individual securities and option strategies as appropriate.
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