Brooklight Place Securities, Inc.

Broker-DealerFINRA Member
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 with domestic ownership that appears to be held by an individual owner. The firm's public profile provides little in the way of business or advisory descriptions; fields for fee structure, client types, and specific advisory activities are blank. It is classified as "unclassified" in the source data and is not identified as a capital allocator. The firm does not self-identify as an active ESG investor, and the record does not indicate multi-state adviser status, pension consulting services, or related-adviser affiliations. The dataset also marks the adviser as not newly formed. Beyond these organizational attributes, there are no disclosed investment preferences, target client segments, or operating specialties in the available information.

Assets & Accounts

Location & Offices

Investment profile

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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

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Recent filings

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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