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Brook Capital

EST. AUM
$283,307,890

CONTACTS
1

CLIENT ACCOUNTS
1,490

Firm Details

Metro area Madison
CRD Number 130919
Website brookcapital.com
Client types

Overview

Brook Capital is an independently owned, full-service wealth advisory firm with over 21 years of personalized service experience. The firm offers comprehensive financial planning and investment management services to individuals, businesses, federal employees, and those navigating divorce. Their approach emphasizes long-term stewardship and integrity, providing unbiased investment advice tailored to each client's unique financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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