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BROOK CAPITAL
675 N.Barker Road, Suite #200
Brookfield, Wisconsin 53045
Tel: 262-784-7205
About BROOK CAPITAL
BROOK CAPITAL, formally registered with the SEC as BROOK CAPITAL. The firm was established in 01/03/2007. They have over 1 offices throughout the country.
BROOK CAPITAL is a Brookfield, Wisconsin based Financial Planning firm with nearly $210,273,331 assets under management, offering retirement planning & investment advisory services to 1417 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130919 |
| SEC# | 801-67415 |
| Assets Managed by Firm | $210,273,331 |
| No. of Clients | 1417 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1417 | $210,273,331 |
| Individuals (other than high net worth individuals) | 572 | $112,300,686 |
| High net worth individuals | 47 | $92,025,203 |
| Pension and profit sharing plans | 1 | $996,775 |
| Corporations or other businesses | 5 | $4,950,667 |
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|---|---|---|---|
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