Brooklight Place Securities, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Fountain Hills, Arizona
CRD number
15764
Registered since
November 5, 1984

Firm profile

FINTRX

Overview

Brooklight Place Securities, Inc. is organized as a corporation and has been registered with the SEC since 1984. The firm is classified as an unclassified entity in the dataset and is owned by a combination of a domestic entity and an individual. The profile in the source is limited in descriptive detail about business lines and advisory services. The firm does not appear to position itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the available snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Charles Truhlar

    Chief Investment OfficerCRD 4533534

Contacts

3 of 15
  • John Cox

    John Cox

    Managing Partner, Financial AdvisorCRD 4023597

  • Brian Harrison

    Brian Harrison

    PresidentCRD 3227937

  • Curtis Christensen

    Curtis Christensen

    Senior ConsultantCRD 2892862

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fountain Hills, AZ

Maricopa

Location

Fountain Hills, AZ

Headquartered in Fountain Hills, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
16930 E Palisades Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth