Overview
Assets Under Management: $256 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,419
Discretionary Accounts: 924
Non-Discretionary Accounts: 495
Regulatory Filings
CRD Number: 130919
Filing ID: 1985419
Last Filing Date: 2025-05-01 08:36:00
Website: https://brookcapital.com