NORTHBROOK FINANCIAL GROUP, LLC
Firm details
- Headquarters
- AUBURN, California
- CRD number
- 130864
- Website
- www.northbrookllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.67%
- Individuals43.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northbrook Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with financial planning and portfolio management services, and it also works with small businesses for portfolio management. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Northbrook lists accounting among its business activities. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities65%
- US Government Bonds20%
- Cash & Cash Equivalents15%
Contacts
1 of 1GARY HENSON
PresidentCRD 3096196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUBURN, CA
PLACER
Location
AUBURN, CA
Headquartered in AUBURN, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 1010 Racquet Club Dr
- Time zone
- PT (UTC-8)
- Office locations
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