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Building 2BROOKSTONE CAPITAL MANAGEMENT LLC

Map pinWHEATON, IL
Phone630-653-1400
NotebookSEC #801-68010
Total AUM
$12.8B
Employees
405
Clients
54,852

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1745 S. NAPERVILLE ROAD
SUITE 200
WHEATON
IL 60189
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
630-653-1400
Other Offices
271

ReceiptFinancials

Total AUM
$12.8B
Accounts
81,900
Discretionary
$12.8B
Accounts
81,900
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49,950
AUM
$11B
HNW Individual Clients
4,860
AUM
$1.6B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
35
AUM
$87.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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