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Brookstone Capital Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $48.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

226

name start date
Charles Threet
December 2014
Ernest Louis Bonnoitt
March 2011
James Joseph Toddy
January 2014
Jonathan M. Clark
July 2010
Brian Jerome Kurtz
November 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Kaizen Advisory, LLC IAR $145,000,000

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Dean Zayed President And Member June, 2006 75% or more
      Matthew Lee Lovett Chief Compliance Officer November, 2013 less than 5%
      Darryl D. Ronconi Chief Operations Officer October, 2015 less than 5%
      Mark W Diorio Chief Investment Officer July, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees