M
$242.1M Total AUM
$240.6M Disc. AUM
24.2% 3Y CAGR
4 Employees
114 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Deutsche Bank · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2010
- Office Locations
- 1
Office Locations
1635 Village Center CIR STE 140 LAS Vegas NV
About Mcbroom & Associates, LLC
Mcbroom & Associates, LLC is a LAS Vegas-based RIA. The firm has been operating for 16 years. Managing $242.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Deutsche Bank.
Team overview
33 AVG AGE
$121.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Technology
Available
Owner & Executives
Y
YUKO T DU BOIS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #3200540
- Ownership
- Less than 5%
Available
Available
Available
M
MARTIN WILLEY MCBROOM
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #822479
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
Corey Jerome Bryant
--
- CRD
- #6179077
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,596,508 | $954,748 |
| Non-Discretionary | $1,498,071 | $299,614 |
| Total | $242,094,579 | $942,002 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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