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- Custodian
- Charles Schwab & Company · Empower · First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2011
- Office Locations
- 1
Office Locations
About A. J. Brooker Financial Associates
A. J. Brooker Financial Associates is a Columbia, SC fiduciary advisory firm focused on affluent individuals and families who want to integrate generous giving with long-term wealth and legacy planning. The team delivers comprehensive financial planning and coordinates other professionals to execute philanthropic, stewardship-driven strategies. Portfolios are implemented primarily with ETFs and held through custodians such as Charles Schwab.
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Owner & Executives
ASHLEIGH JENKINS BROOKER
Owner, Principal
- CRD
- #5050633
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,822,590 | -- |
| Total | $27,822,590 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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