B
$16.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-08-2004
- Office Locations
- 1
Office Locations
-- Lake Worth FL
About Brooks Financial Advisory GROUP,INC.
Brooks Financial Advisory GROUP,INC. is a Lake Worth-based RIA. The firm has been operating for 22 years. Managing $16.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$272.8K AVG AUM / CLIENT
22.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL LOUIS BROOKS
President, Secretary, TREASURER
- CRD
- #4198625
- Ownership
- 75% or more
Available
Available
Available
C
CAROL MARIE SHERR
Chief Compliance Officer
- CRD
- #2005880
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,643,724 | -- |
| Total | $16,643,724 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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