Brookstone Advisory Inc (Longboat Key)

Brookstone Advisory Inc is an adviser based in Longboat Key. It manages $50 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Maryland.

Brookstone Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brookstone Advisory: assets under management

The assets under management (AUM) of Brookstone Advisory Inc is $50 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.27 million each.

Brookstone Advisory has custody of $50 million in cash and securities for 22 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brookstone Advisory Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brookstone Advisory Inc

Leonard Mazur has been acting as President since 1 Aug 1996. Leonard Martin Mazur joined the executive team most recently as the Pres.& Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leonard Mazur	President	1 Aug 1996	75% - 100%	2617516
Leonard Martin Mazur	Pres.& chief compliance officer	1 Aug 1996	75% - 100%	2617516

Based in Longboat Key

The principal office where Brookstone Advisory Inc performs its advisory services is located at 2110 Harbourside Dr, Longboat Key, FL 34228 4252, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.