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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

237

name start date
Charles Threet
December 2014
Ernest Louis Bonnoitt
March 2011
Ian R Welham
July 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