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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 207 advisors nationwide.

Advisors (207)

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Name Start Date
Anil Vazirani Jun 2008
Patti L Lerch Nov 2013
Ralph Douglas Gossman Mar 2014
Carl Monroe Mook Jul 2014
Jared Lozano Davis Aug 2011
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*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

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$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

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*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

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

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1745 S. Naperville Road
Wheaton , IL 60189
Phone Number: 630-653-1400
Other Offices Address City State Zip
1751 S. Naperville Roadsuite 208 Wheaton IL 60189-5896
1751 S. Naperville Road Wheaton IL 60189-5896

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees