Investment adviser · CRD 13366
BROOKSTONE INVESTMENT ADVISORY SERVICES
Investment adviser filing (IA)
BROOKSTONE SECURITIES, INC.
LAKELAND, FL, United States · Form ADV filed Apr 27, 2012
- Regulatory AUM
- $78M Form ADV · Item 5.F
- Client accounts
- 565 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2920 DRANE FIELD ROADLAKELAND, FL, 33813, United States
CRD 13366
Filing source
Form ADV 643436 · Apr 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.