Brook Capital

Brook Capital (CRD# 130919) is a financial advisory firm headquartered in Brookfield, WI. They manage $121,908,840 in 936 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $130,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, CO, FL, IL, MN, TX, WI

Financial Advisors at Brook Capital
Showing 1 - 4 of 4 top financial advisors.
1
Daniel L. Perik
CRD#: 4748116
675 N.barker Road, Suite #200, Brookfield, WI 53045
93
Wealthminder
score

Daniel Perik (CRD# 4748116) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 10 years of experience in the finance industry.

2
Ramu Ramiah
CRD#: 2284958
675 N. Barker Road, Brookfield, WI 53045
93
Wealthminder
score

Ramu Ramiah (CRD# 2284958) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 24 years of experience in the finance industry.

3
Jason S. Visner
CRD#: 5853689
675 N. Barker Road, Brookfield, WI 53045
93
Wealthminder
score

Jason Visner (CRD# 5853689) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 6 years of experience in the finance industry.

4
Daniela Rossi De Camargo
CRD#: 6519967
675 N.barker Road, Suite #200, Brookfield, WI 53045
90
Wealthminder
score

Daniela Rossi De Camargo (CRD# 6519967) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has 1 year of experience in the finance industry.

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