Overview
Assets Under Management: $148 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 30
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 71
Discretionary Accounts: 71
Regulatory Filings
CRD Number: 114173
Last Filing Date: 2025-03-05 00:00:00
Website: https://brooktreecapital.com