1635 Village Center Cir
Ste 140
Las Vegas, Nevada 89134-6375
Tel: 702-267-6649
MCBROOM & ASSOCIATES, LLC, formally registered with the SEC as MCBROOM & ASSOCIATES, LLC. The firm was established in 05/12/2021. They have over 1 offices throughout the country.
MCBROOM & ASSOCIATES, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $173,146,811 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151187 |
| SEC# | 801-121225 |
| Assets Managed by Firm | $173,146,811 |
| No. of Clients | 197 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 197 | $173,146,811 |
| Individuals (other than high net worth individuals) | 30 | $4,306,813 |
| High net worth individuals | 60 | $152,587,354 |
| Charitable organizations | 4 | $10,442,212 |
| Corporations or other businesses | 2 | $5,810,432 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $17,032,495,600 | 83 | 8 | |
| $6,645,705,545 | 99569 | 28 | |
| $6,522,387,220 | 16327 | 149 | |
| $4,662,466,719 | 28 | 45 | |
| $4,059,517,879 | 39 | 36 |
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