BROOKS FINANCIAL ADVISORY GROUP,INC.

BROOKS FINANCIAL ADVISORY GROUP,INC. is an SEC-registered investment adviser (CRD 130984). Regulatory assets under management: $16.6M.

Registration

• CRD: 130984
• Type: Registered investment adviser
• Phone: 561-514-8803
• Latest filing: 2026-03-17
• Regulatory AUM: $16.6M
• Non-discretionary AUM: $16.6M
• Clients: 2
• Accounts: 61

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search