Brooktree Capital Management Inc.
Brooktree Capital Management Inc. (CRD# 114173) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $132,855,796 in 78 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Brooktree Capital Management Inc.
By the Numbers
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Total Assets Under Management133MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$1,703,279
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MI, NY, TX
Financial Advisors at Brooktree Capital Management Inc.
1
Brian Ellis (CRD# 4435120) is an Investment Advisor Representative working at Brooktree Capital Management Inc. in Grand Rapids, MI and has over 14 years of experience in the finance industry.
2
Hunter Lewis (CRD# 5948065) is an Investment Advisor Representative working at Brooktree Capital Management Inc. in Grand Rapids, MI and has 1 year of experience in the finance industry.
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