J
$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2012
- Office Locations
- 1
Office Locations
-- Greensboro NC
About J. Brooks & Company, LLC
J. Brooks & Company, LLC is a Greensboro-based RIA. The firm has been operating for 14 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
46 AVG AGE
$8.5M AVG AUM / ADVISOR
$712.4K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMAL BENJAMIN BROOKS
Chief Compliance Officer, Managing Member
- CRD
- #5334867
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,548,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,548,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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