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BROOKSTONE CAPITAL MANAGEMENT LLC

1745 S. Naperville Road
Suite 200
Wheaton, Illinois 60189
Tel: 630-653-1400

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About BROOKSTONE CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC, formally registered with the SEC as BROOKSTONE CAPITAL MANAGEMENT LLC. The firm was established in 06/20/2007. They have over 272 offices throughout the country.

BROOKSTONE CAPITAL MANAGEMENT LLC is a Wheaton, Illinois based Financial Planning firm with nearly $10,409,137,908 assets under management, offering retirement planning & investment advisory services to 73650 clients. The firm is staffed with 395 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141413
SEC#801-68010
Assets Managed by Firm$10,409,137,908
No. of Clients73650
No. of Advisors395

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total73650$10,409,137,908
Individuals (other than high net worth individuals)49700$8,877,067,363
High net worth individuals4810$1,444,570,545
Corporations or other businesses35$87,500,000

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