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Brookstone Capital Management LLC

Brookstone Capital Management LLC
Brookstone Capital Management LLC is a RIA based in Wheaton, IL with $976M in AUM and with 200 advisors nationwide.

Advisors (200)

Name Start Date
Anil Vazirani Jun 2008
Charles Threet Dec 2014
Jared Lozano Davis Aug 2011
David Aaron Lee Jan 2008
John Fulton Evans Feb 2007
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$975.5M
Total Assets
16K
Accounts
$62.1K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

  •   Producers Equity Group, Inc. (75% or more)
  •   Matthew John Rettich (50% to 75%)
  •   Dean Zayed (50% to 75%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Matthew John Rettich Vice President and Member 06/01/2006
Dean Zayed President and Member 06/01/2006
Courtney Lynn Bonstrom Chief Compliance Officer 02/01/2012

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
1745 S. Naperville Road
Wheaton , IL 60189
Phone Number: 630-653-1400

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees