A complete list of active advisors currently associated with Northbrook Financial Group, LLC
Warmer can help you find a great advisor at Northbrook Financial Group, LLC or one who fits your needs even better.
NorthBrook Financial Group provides portfolio construction and ongoing investment management for individuals, high-net-worth individuals, and trusts, implementing portfolios that may include exchange-traded funds, mutual funds, individual stocks and bonds. The firm also offers income tax preparation and accounting services delivered by its principal (an Enrolled Agent) under separate engagement agreements. The firm tailors advice through an initial client meeting to understand financial circumstances, goals and risk tolerance, then manages accounts on a discretionary basis with at least quarterly reviews and periodic rebalancing. Clients are generally not permitted to impose restrictions on specific securities or types of securities, and the firm discloses the market and concentration risks inherent in its strategies. What distinguishes this firm from many peers is the in-house tax and accounting capability provided by the principal, an arrangement the brochure notes is uncommon among independent RIAs and is addressed with separate billing and conflict disclosures. The adviser manages roughly $15 million across a small number of client relationships, does not take custody or vote client securities, and relies on custodial reporting to keep clients informed.
To learn more about the advisors currently working at Northbrook Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, CA
| 26
|
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