Overview
Assets Under Management: $173 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
MCBROOM & ASSOCIATES, 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 #151187), MCBROOM & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
MCBROOM & ASSOCIATES, LLC is headquartered in LAS VEGAS, NV.
MCBROOM & ASSOCIATES, LLC serves 57 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, MCBROOM & ASSOCIATES, LLC offers portfolio management for individuals. View all service details ↓
MCBROOM & ASSOCIATES, LLC manages $173 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, MCBROOM & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 197
Discretionary Accounts: 193
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 151187
Last Filing Date: 2024-07-25 00:00:00
Website: https://mcbroominv.com