BRENTVIEW INVESTMENT MANAGEMENT, LLC

One Northfield Plaza
Suite 522
Northfield, Illinois 60093
Tel: 312-283-4450

About BRENTVIEW INVESTMENT MANAGEMENT, LLC

BRENTVIEW INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BRENTVIEW INVESTMENT MANAGEMENT, LLC. The firm was established in 04/21/2020. They have over 2 offices throughout the country.

BRENTVIEW INVESTMENT MANAGEMENT, LLC is a Northfield, Illinois based Financial Planning firm with nearly $224,397,176 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300409
SEC#	801-118493
Assets Managed by Firm	$224,397,176
No. of Clients	173
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	173	$224,397,176
High net worth individuals	96	$64,840,632
Pension and profit sharing plans	Fewer than 5 clients	$8,682,703
Charitable organizations	9	$11,988,609
Other investment advisers	Fewer than 5 clients	$59,982,788
Corporations or other businesses	Fewer than 5 clients	$10,124,876

More Retirement Planning firms in Northfield, Illinois:

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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