Overview
Assets Under Management: $129 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 30
Average Client Assets: $3.9 million
Frequently Asked Questions
BRENTWOOD ADVISORY GROUP, 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 #111191), BRENTWOOD ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
BRENTWOOD ADVISORY GROUP, LLC is headquartered in LOS ANGELES, CA.
BRENTWOOD ADVISORY GROUP, LLC serves 30 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, BRENTWOOD ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BRENTWOOD ADVISORY GROUP, LLC manages $129 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, BRENTWOOD ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.03%
Average Client Assets: $3.9 million
Total Client Accounts: 284
Discretionary Accounts: 284
Regulatory Filings
CRD Number: 111191
Filing ID: 1176822
Last Filing Date: 2018-03-06 12:43:00