Brentwood Advisory Group, LLC

Brentwood Advisory Group, LLC (CRD# 111191) is a financial advisory firm headquartered in Los Angeles, CA. They manage $108,049,483 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $356,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brentwood Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol L. Fishburn
CRD#: 2189432
11812 San Vicente Blvd. Suite 200, Los Angeles, CA 91011
96
Wealthminder
score

Carol Fishburn (CRD# 2189432) is an Investment Advisor Representative working at Brentwood Advisory Group, LLC in Los Angeles, CA and has over 25 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.

2
Matthew W. Fishburn
CRD#: 4382453
11812 San Vicente Blvd. Suite 200, Los Angeles, CA 90049
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.