Brookside Capital Group LLC
RIAState Registered
Total AUM
$800K
Discretionary
$0
0% of AUM
Avg account
$114K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334658
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals95%
- HNWI5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brookside Capital Group LLC is a California-registered limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities; its offerings include fee-based investment advisory services charged as a percentage of assets under management. Ownership is individual, and Brookside identifies a preference for equity-oriented strategies rather than ESG-focused mandates.
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 Equities52%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BTG Capital
RIAAUM $800KTEAM 1REPS 1
Leonard JR., Gary A.
RIAAUM $800KTEAM 1REPS 1
Taylor & Taylor Financial Services
RIAAUM $800KTEAM 1REPS 1
Sonoran Capital Management LLC
RIAAUM $800KTEAM 1REPS 1
Stewardship Edge Capital, LLC
RIAMorrow, GA
AUM $800KTEAM 1REPS 1
P. G. Earl Investment Advisers, L.L.C.
RIAAtlanta, GA
AUM $800KTEAM 1REPS 6