Sign in
Create a free account
BROOKMONT CAPITAL MANAGEMENT
DALLAS, TX
214-953-0190
SEC #801-68533Total AUM
$910.5M
Employees
4Clients
65Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5950 BERKSHIRE LANE
SUITE 1420
DALLAS
TX 75225
United States
SUITE 1420
DALLAS
TX 75225
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
214-953-0190
Financials
Total AUM
$910.5M
Accounts
137Discretionary
$910.5M
Accounts
137Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
47AUM
$176.7M
Investment Company Clients
2AUM
$177.9M
Pooled Vehicle Clients
1AUM
$104.2M
Charitable Organization Clients
6AUM
$20.3M
Other Clients
9AUM
$431.4M
Description of Other Clients
TAMPS, SMAS AND WRAP FEE PROGRAMS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
PORTFOLIO MANAGEMENT STRATEGY CONSULTING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS CONSULTED UPON
Compliance
Disclosures
None reported
State Registrations
ALARCAFLGAILKYLAMAMDMEMONCNVPATNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.