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Building 2BROOKSIDE STRATEGY AND CONSULTING

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Phone818-429-7419
NotebookSEC #801-131639
Total AUM
$22.1M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
818-429-7419

ReceiptFinancials

Total AUM
$22.1M
Accounts
16
Discretionary
$22M
Accounts
15
Non-Discretionary
$70K
Accounts
1

ContactClients

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Individual Clients
5
AUM
$2.1M
HNW Individual Clients
1
AUM
$13M
Charitable Organization Clients
1
AUM
$7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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