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Brookstone Capital Management LLC
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Overview Share
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Wheaton, Illinois
$3.0 billion AUM
222 offices

Brookstone Capital Management LLC is based in Wheaton, Illinois and has $3.0 billion in assets under management.

Location
1745 S. Naperville Road
Suite 200
Wheaton, IL 60189
$3.0 billion
AUM
310
Employees
AUM Share
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$2,950,000,000
Assets under management
33,000 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 16,500 $2,000,000,000 68% $121,212
High net worth individuals 1,100 $900,000,000 31% $818,182
Other corporations or businesses 50 $50,000,000 2% $1,000,000
Employees Share
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310
Employees
295
Investment analysts
95% of total employees
AUM per employee Share
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$2,950,000,000
Assets under management
$9,516,129
AUM per employee
$10,000,000
AUM per investment analyst
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Compensation

Brookstone Capital Management LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Brookstone Capital Management LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 141,413
SEC number 801-68010
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date April 17, 2020

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