Brookside Wealth Management LLC

Brookside Wealth Management LLC (CRD# 287767) is a financial advisory firm headquartered in , . They manage $4,800,385 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,600,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brookside Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlo Lorenzana, financial advisor Woodland Hills CA
Carlo D. Lorenzana
CRD#: 5937658
Woodland Hills, CA

Carlo Lorenzana (CRD# 5937658) is an Investment Advisor Representative working at Brookside Wealth Management LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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