BROOKSTONE CAPITAL MANAGEMENT LLC
Total AUM
$12.8B
Employees
405Clients
54,852Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1745 S. NAPERVILLE ROAD
SUITE 200
WHEATON
IL 60189
United States
SUITE 200
WHEATON
IL 60189
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Monday - Friday
Phone
630-653-1400
Other Offices
271
Financials
Total AUM
$12.8B
Accounts
81,900Discretionary
$12.8B
Accounts
81,900Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
49,950AUM
$11B
HNW Individual Clients
4,860AUM
$1.6B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
35AUM
$87.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.