Brockelsby Investment Services
Brockelsby Investment Services (CRD# 171595) is a financial advisory firm headquartered in , . They manage $5,082,884 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Brockelsby Investment Services
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts7ACCOUNTS
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Average Account Value$726,126
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Brockelsby Investment Services
1
Jeffrey Brockelsby (CRD# 6440151) is an Investment Advisor Representative working at Brockelsby Investment Services in Irmo, SC and has over 15 years of experience in the finance industry.
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