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Brookstone Capital Management LLC

Overview

Articles

Insights

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

Holdings

ETF Holdings

Name Assets
iShares Morningstar Mid-Cap Value ETF $8,963,000

    Assets

    Assets

    Last updated on April 26, 2017
      • $1.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 24K
        Accounts
      • $70.3K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    245

    name start date
    Ernest Louis Bonnoitt
    March 2011
    John James Barada
    January 2017
    Jonathan M. Clark
    July 2010
    Abigail Esther Havermann
    May 2017
    Michael Louis Fischer
    July 2009

      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%
        Darryl Desmond Ronconi Chief Operations Officer October, 2015 less than 5%
        Mark William Diorio Chief Investment Officer July, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees