CRD: 287767
Brookside Wealth Management LLC
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2017
- Office Locations
- 1
Office Locations
-- Woodland Hills CA
About Brookside Wealth Management LLC
Brookside Wealth Management is an Indianapolis-based RIA providing financial and investment planning, portfolio construction, and insurance guidance. The firm builds asset-allocation portfolios with an emphasis on ETF implementation, including socially responsible options, and also uses mutual funds and annuity solutions where appropriate. Custody reported via Fidelity/NFS.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CARLO DANTE LORENZANA
--
- CRD
- #5937658
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,516,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,516,045 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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