Brookside Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 287767
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.92%
- Pension & Profit Sharing Plans3.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brookside Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, and also lists institutional clients among its base. Its client billing combines a percentage-of-assets-under-management model with hourly fees for certain services. Brookside does not position itself as a multi-state or ESG-focused adviser and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Carlo Lorenzana
Chief Compliance OfficerCRD 5937658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations