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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-22-2008
- Office Locations
- 1
Office Locations
About Brockelsby Investment Services
Brockelsby Investment Services is an independent, fee-only, South Carolina-registered RIA in Irmo, SC, providing investment advice and portfolio management for small businesses and individual investors of modest means. Sole proprietor Jeff Brockelsby (20+ years' experience) also serves as corporate treasurer of Black Hills Reptile Gardens and advises its 401(k) plan through regular employee meetings, using a long-term, diversified approach explained in plain terms.
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JEFFREY LIND BROCKELSBY
Registered Investment Advisor
- CRD
- #6440151
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,049,573 | -- |
| Non-Discretionary | $5,593,389 | -- |
| Total | $6,642,962 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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