Brentwood Advisory Group, LLC
Brentwood Advisory Group, LLC (CRD# 111191) is a financial advisory firm headquartered in Los Angeles, CA. They manage $112,432,499 in 298 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management112MILLION
Total Number of Accounts298ACCOUNTS
Average Account Value$377,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Carol Fishburn (CRD# 2189432) is an Investment Advisor Representative working at Brentwood Advisory Group, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry. Carol Fishburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Fishburn (CRD# 4382453) is an Investment Advisor Representative working at Brentwood Advisory Group, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.