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Bob Brakeman Enterprises LLC (Saratoga)


Bob Brakeman Enterprises LLC is an adviser based in Saratoga. It manages $5.95 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Michigan.

Bob Brakeman Enterprises provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bob Brakeman Enterprises: assets under management

The assets under management (AUM) of Bob Brakeman Enterprises LLC is $5.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bob Brakeman Enterprises LLC for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Saratoga

The principal office where Bob Brakeman Enterprises LLC performs its advisory services is located at 101 East Main Street, Saratoga, WY 82331 The mailing address of the firm is 1740 H Dell Range Blvd, Cheyenne, WY 82009. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-637-1001 or by fax 307-326-5101. The normal business hours are variable on Monday - Friday.


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