FIND A BROOKFIELD INVESTMENT PARTNERS, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 113370
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BROOKFIELD INVESTMENT PARTNERS, LLC Comes From
Understanding the Statistics for BROOKFIELD INVESTMENT PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
330 South Executive Drive Suite 307, Brookfield, WI 53005-4275
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at BROOKFIELD INVESTMENT PARTNERS, LLC
EU
Ewa Ulanowska
PR
CRD#: 5095660
Location:
Company:
SECURITIES AMERICA, INC.
Disclosures:
Experience:
19 years
ED
Edgar Duran
RR
CRD#: 2408256
Location:
West Palm Beach, FL 33409
Company:
TRANSAMERICA FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
20 years
SF
Stanley Freifeld
PR
CRD#: 2067883
Location:
Randolph, NJ
Company:
MCMILLAN ANALYSIS CORPORATION
Disclosures:
Experience:
35 years
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