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Building 2BROOKER WEALTH MANAGEMENT

Map pinOAKLAND, CA
Phone510-638-1815
NotebookSEC #801-19247
Total AUM
$136.4M
Employees
10
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7677 OAKPORT STREET
SUITE 300
OAKLAND
CA 94621
United States
Operating Hours
7:00 - 4:00
Monday - Friday
Phone
510-638-1815
Other Offices
1

ReceiptFinancials

Total AUM
$136.4M
Accounts
145
Discretionary
$136.4M
Accounts
145
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$11.4M
HNW Individual Clients
24
AUM
$89.9M
Pension/Profit Sharing Plan Clients
12
AUM
$35M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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