Brooktree Capital Management Inc.

Brooktree Capital Management Inc. (CRD# 114173) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $132,855,796 in 78 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4080 Camelot Ridge Dr Se, Grand Rapids, MI 49546
http://www.brooktreecapital.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $1,703,279
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MI, NY, TX

Financial Advisors at Brooktree Capital Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian Ellis, financial advisor Grand Rapids MI
Brian R. Ellis
CRD#: 4435120
4080 Camelot Ridge Dr Se, Grand Rapids, MI 49546

Brian Ellis (CRD# 4435120) is an Investment Advisor Representative working at Brooktree Capital Management Inc. in Grand Rapids, MI and has over 14 years of experience in the finance industry.

2
Hunter Lewis, financial advisor Grand Rapids MI
Hunter E. Lewis
CRD#: 5948065
4080 Camelot Ridge Dr Se, Grand Rapids, MI 49546

Hunter Lewis (CRD# 5948065) is an Investment Advisor Representative working at Brooktree Capital Management Inc. in Grand Rapids, MI and has 1 year 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.

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