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Brook Capital
Brookfield, Wisconsin
1.0
1 Review
Brook Capital, headquartered in Brookfield, WI, is a reputable investment advisory firm catering to a diverse clientele. With over 520 individual clients and $183,602,000 in assets under management, they provide comprehensive financial solutions to meet their clients' needs.
As a small firm, Brook Capital operates out of a single office, serving clients with integrity and professionalism. Their range of services includes acting as a registered representative of a broker-dealer, as well as an insurance broker or agent. They have developed substantial expertise in managing employer 401Ks and individual investments, representing ap...see more
Assets Under Mgmt
$183.6M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Brook Capital
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