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Building 2BROOK CAPITAL

Map pinBROOKFIELD, WI
Phone262-784-7205
NotebookSEC #801-67415
Total AUM
$283.3M
Employees
5
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
675 N.BARKER ROAD, SUITE #200
BROOKFIELD
WI 53045
United States
Operating Hours
8:00 AM TO 3:00PM
Monday - Friday
Phone
262-784-7205

ReceiptFinancials

Total AUM
$283.3M
Accounts
1,490
Discretionary
$135M
Accounts
956
Non-Discretionary
$148.3M
Accounts
534

ContactClients

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Individual Clients
558
AUM
$113.1M
HNW Individual Clients
68
AUM
$166.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
4
AUM
$2.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMNNCNETXUTVAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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