Sign in
Create a free account
BROOKSTREET CAPITAL MANAGEMENT
IRVINE, CA
949-852-6800
SEC #801-56948Total AUM
$571.6M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2361 CAMPUS DRIVE
SUITE 210
IRVINE
CA 92612
USA
SUITE 210
IRVINE
CA 92612
USA
Operating Hours
6:30A.M.-3:30P.M.
Monday - Friday
Monday - Friday
Phone
949-852-6800
Financials
Total AUM
$571.6M
Accounts
3,644Discretionary
$420.7M
Accounts
2,833Non-Discretionary
$150.9M
Accounts
811
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.