Brooks Larson Wealth Management
Brooks Larson Wealth Management (CRD# 277125) is a financial advisory firm headquartered in Oracle, AZ. They manage $23,500,000 in 109 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Brooks Larson Wealth Management
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts109ACCOUNTS
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Average Account Value$215,596
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, MN
Financial Advisors at Brooks Larson Wealth Management
No Advisor Found.
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