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BROOKER WEALTH MANAGEMENT
7677 Oakport Street
Suite 300
Oakland, California 94621
Tel: 510-638-1815
About BROOKER WEALTH MANAGEMENT
BROOKER WEALTH MANAGEMENT, formally registered with the SEC as BROOKER WEALTH MANAGEMENT. The firm was established in 07/15/1983. They have over 1 offices throughout the country.
BROOKER WEALTH MANAGEMENT is a Oakland, California based Financial Planning firm with nearly $592,401,793 assets under management, offering retirement planning & investment advisory services to 580 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105437 |
| SEC# | 801-19247 |
| Assets Managed by Firm | $592,401,793 |
| No. of Clients | 580 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 580 | $592,401,793 |
| Individuals (other than high net worth individuals) | 86 | $34,981,117 |
| High net worth individuals | 124 | $433,498,055 |
| Pension and profit sharing plans | 44 | $111,341,495 |
| Charitable organizations | 3 | $12,581,126 |
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