BROOKS FINANCIAL ADVISORY GROUP,INC.
CRD 130984
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$16.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $7.7M |
| High net worth individuals | 6 | $7.4M |
| Pension/profit sharing plans | 2 | $1.6M |
| Charitable organizations | 1 | $28 |
All web addresses on file
Official SEC filing: View on IAPD