Brentwood Asset Advisors

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5999 Ridge View St Ste 102
Camarillo, CA 93012
+1 (805) 764-0300
https://www.brentwoodllc.com

Brentwood Asset Advisors, based in Camarillo, CA, specializes in pension risk transfer and group annuity contracts, having placed approximately 3,000 contracts valued at over $3 billion since 1984. The company serves as an independent fiduciary or co-fiduciary, collaborating closely with plan sponsors, actuaries, investment advisors, and legal teams to facilitate the purchase of group annuity contracts.

In addition to its expertise in group annuities, Brentwood is actively engaged in the individual and non-qualified annuity markets, providing various Safe Harbor insurance company quotes for individuals transitioning from defined contribution (DC) and defined benefit (DB) plans. Their comprehensive service process starts with pre-sale strategy discussions and concludes once all participants have received their insurance certificates.

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United States›California›Camarillo›Brentwood Asset Advisors

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