Insights

Mid-market scale Brent Financial Group operates with 11-50 employees and revenue in the 1M-10M range, indicating a mid-market footprint where advisory and asset management services can be bundled with scalable technology and compliance support to drive growth.

Technology stack The use of cloud hosting (Amazon EC2), data management (Percona), analytics and monitoring (New Relic), tag management (Google Tag Manager), and Drupal Multisite suggests opportunities to offer modernization services, security hardening, and integration of fintech workflow tools.

Compliance focus Public disclaimer and limited state reach imply heightened regulatory and registration considerations; products and services that simplify regulatory compliance, reporting, and client onboarding across states could be a strong fit.

Growth potential Revenue in the lower to mid-range with a long-standing presence since 1986 points to opportunities in wealthtech, asset management platforms, and advisor support services that scale with client acquisition and higher-value assets.

Sales motion fit The combination of independent advisory services and partnership through Commonwealth Financial Network indicates potential for outsourced compliance, back-office support, CRM/enhancement, and marketing automation to accelerate client growth.

Similar companies to Brent Financial Group, LLC

Brent Financial Group, LLC Tech Stack

Brent Financial Group, LLC uses 8 technology products and services including Amazon EC2, FMG Suite, Percona, and more. Explore Brent Financial Group, LLC's tech stack below.

Amazon EC2
Cloud Infrastructure Computing
FMG Suite
Content Marketing
Percona
Database
jQuery
Javascript Libraries
New Relic
Real User Monitoring
Google Tag Manager
Tag Management
Acquia Cloud Site Factory
Web Hosting
Apache
Web Servers

Brent Financial Group, LLC's Email Address Formats

Brent Financial Group, LLC uses at least 1 format(s):

Brent Financial Group, LLC Email Formats	Example	Percentage
First@brentfinancial.com	John@brentfinancial.com	50%
Last@brentfinancial.com	Doe@brentfinancial.com	25%
FLast@brentfinancial.com	JDoe@brentfinancial.com	13%
LastF@brentfinancial.com	DoeJ@brentfinancial.com	12%

Frequently Asked Questions

What is Brent Financial Group, LLC's phone number?

You can contact Brent Financial Group, LLC's main corporate office by phone at

+1-845-297-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brent Financial Group, LLC's official website and social media links?

Brent Financial Group, LLC's official website is brentfinancial.com and has social profiles on LinkedIn.

How much revenue does Brent Financial Group, LLC generate?

As of July 2026, Brent Financial Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Brent Financial Group, LLC have currently?

As of July 2026, Brent Financial Group, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Administrative Assistant: B. L.Insurance Agent Casualty: M. G.Receptionist: S. N.. Explore Brent Financial Group, LLC's employee directory with LeadIQ.

What industry does Brent Financial Group, LLC belong to?

Brent Financial Group, LLC operates in the Financial Services industry.

What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes Amazon EC2FMG SuitePerconajQueryNew RelicGoogle Tag ManagerAcquia Cloud Site FactoryApache.

What is Brent Financial Group, LLC's email format?

Brent Financial Group, LLC's email format typically follows the pattern of First@brentfinancial.com. Find more Brent Financial Group, LLC email formats with LeadIQ.

Brent Financial Group, LLC

Q: How many employees does Brent Financial Group, LLC have currently?

Brent Financial Group, LLC has approximately 11 employees.

Q: What technology does Brent Financial Group, LLC use?

Brent Financial Group, LLC's tech stack includes New Relic, Open Graph, Font Awesome, FMG Suite, X-Content-Type-Options.

Q: What is Brent Financial Group, LLC's NAICS code?

Brent Financial Group, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Brent Financial Group, LLC operates in the financial services sector, offering financial consulting and asset management. The firm was founded in 1986 and is based in Wappingers Falls, New York. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser and member of FINRA and SIPC. 

Its client communications are directed to residents of a defined group of states, with offers restricted outside those jurisdictions to comply with state regulations. The core services provided are financial consulting and asset management within the financial services industry. As a small to mid-sized firm, Brent Financial Group maintains its operations from its location in New York.