Overview
Assets Under Management: $233 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 169
Average Client Assets: $0.6 million
Frequently Asked Questions
BRENTVIEW INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300409), BRENTVIEW INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRENTVIEW INVESTMENT MANAGEMENT, LLC is headquartered in NORTHFIELD, IL.
BRENTVIEW INVESTMENT MANAGEMENT, LLC serves 169 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, BRENTVIEW INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BRENTVIEW INVESTMENT MANAGEMENT, LLC manages $233 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, BRENTVIEW INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.95%
Average Client Assets: $0.6 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 300409
Filing ID: 2072375
Last Filing Date: 2026-03-20 12:38:33