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MCBROOM & ASSOCIATES, LLC

1635 Village Center Cir
Ste 140
Las Vegas, Nevada 89134-6375
Tel: 702-267-6649

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About MCBROOM & ASSOCIATES, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#151187
SEC#801-121225
Assets Managed by Firm$173,146,811
No. of Clients197
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total197$173,146,811
Individuals (other than high net worth individuals)30$4,306,813
High net worth individuals60$152,587,354
Charitable organizations4$10,442,212
Corporations or other businesses2$5,810,432

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