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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
About Stock PRO
Stock Pro (DBA of Brockman Capital Management) is a Bellingham, WA RIA serving retail investors with tech-enabled portfolio management and financial planning, including estate & legacy sessions. The firm’s machine-learning portfolios adjust in real time to market data, and it offers subscription-based daily updates and insights for investors who want to stay involved. Portfolios are primarily ETF-based with a fixed-income sleeve; custody includes Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY ANDREW BROCKMAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6238050
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDWARD BRIGHT
Financial Advisor
- CRD
- #6238035
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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