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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 June 4, 2019
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 35K
      Accounts
    • $67.1K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

282

name start date
Benjamin Scott Smith
April 2017
David Dinchung Lo
January 2018
Nancy Williams Schilreff
May 2018
Richard Todd Baker
February 2008
Hugh F O'Rourke
July 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Kaizen Advisory, LLC IAR $155,283,928

      Leadership

      Ownership

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

      Executives and Control Persons

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

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees