$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion fusion
- Established Date
- 05-03-1999
- Office Locations
- 1
Office Locations
1010 Racquet Club Drive Suite 104 Auburn CA
About Northbrook Financial Group, LLC
NorthBrook Financial Group is a California-licensed accounting and investment management firm serving business owners, executives, and independent professionals. The firm integrates tax preparation and planning with personal financial planning and portfolio management, with ETF-heavy SMA allocations alongside U.S. government/agency exposure. Custody includes Charles Schwab & Company.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$714.3K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Delta delta
Client Personas
Vector foundation Capital optima
Custodian
Atlas Atlas zenith Harbor focus Alpha element Crest element Ridge pathway
Investment Themes
Ember element Bridge capital
Investment Vehicles
Vital ember North
Platform
Ember legacy
Services
Quantum Catalyst Eagle beacon Vertex beacon Quantum Element Fusion vital
Technology
Legacy
Owner & Executives
G
GARY WILLIAM HENSON
Owner, President
- CRD
- #3096196
- Ownership
- 75% or more
(539) 306-1505
signal.matrix@harborcapital.com
in linkedin.com/in/frontier-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
47.3% U.S. Government/Agency:
18.0% Cash:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,864,762,299 | 47.3% |
| U.S. Government/Agency | $709,634,702 | 18.0% |
| Cash | $1,368,018,008 | 34.7% |
| Total | $3,942,415,009 | 100.0% |