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Building 2BROOKSTONE INVESTMENT ADVISORY SERVICES

Map pinLAKELAND, FL
Phone863-687-9670
NotebookSEC #801-67061
Total AUM
$78M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2920 DRANE FIELD ROAD
LAKELAND
FL 33813
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
863-687-9670

ReceiptFinancials

Total AUM
$78M
Accounts
565
Discretionary
$74.4M
Accounts
533
Non-Discretionary
$3.6M
Accounts
32

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
MEDICAID AID PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDEFLGAIAILINKSKYLAMAMEMIMNMOMSNCNENJNMNVNYOHOKPARISCTNTXUTVAWAWIWV

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

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