BROOKMONT CAPITAL MANAGEMENT

5950 Berkshire Lane
Suite 1420
Dallas, Texas 75225
Tel: 214-953-0190

About BROOKMONT CAPITAL MANAGEMENT

BROOKMONT CAPITAL MANAGEMENT, formally registered with the SEC as BROOKMONT CAPITAL MANAGEMENT. The firm was established in 11/15/2007. They have over 1 offices throughout the country.

BROOKMONT CAPITAL MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $712,891,749 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145475
SEC#	801-68533
Assets Managed by Firm	$712,891,749
No. of Clients	146
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF ASSETS CONSULTED UPON)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (PORTFOLIO MANAGEMENT STRATEGY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	146	$712,891,749
High net worth individuals	53	$185,807,207
Charitable organizations	4	$18,336,845

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