Brentwood Advisory Group, LLC is a large advisory firm based in Los Angeles. It manages $128.57 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Brentwood Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brentwood Advisory Group, LLC is $128.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 264% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brentwood Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Brentwood Advisory Group is high net worth individuals with 30 clients and $115.75 million of assets under management. Among the 9 most similar advisory firms, Brentwood Advisory Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $128.57 million for 63 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brentwood Advisory Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Brentwood Advisory Group, LLC performs its advisory services is located at 11812 San Vicente Blvd, Los Angeles, CA 90049, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-826-2261 or by fax 310-820-5354. The normal business hours are 9 am to 5pm on Monday - Friday. You can find more information about the New York firm at brentwoodadvisorygroup.com.