|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| John W Brooker & Co CPAS PC
✚
|
|
|---|---|
| CRD # | 105437 |
| SEC # | 801-19247 |
| CIK # | |
| AUM | $592.4 M (2025-05-16) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 510-638-1815 |
| Address | 7677 Oakport Street Oakland, CA 94621 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 35.0 |
| (b) Individuals (high net worth individuals) | 124 | 433.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 111.3 |
| (h) Charitable organizations | 3 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 592.4 |
| By Discretionary | ||
| Discretionary | 580 | 592.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 580 | 592.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 592.4 | |
| Total | 580 | 592.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 0.6 |
|
Safeguard Financial LLC
✚
|
0.6 | |
|
Gerber LLC
✚
|
OH | 0.6 |
|
VSM Wealth Advisory LLC
✚
|
MD | 0.6 |
|
Satis Asset Management Ltd
✚
|
0.6 | |
|
Dream Capital Advisors LLC
✚
|
IL | 0.6 |
|
Weber Asset Management Inc
✚
|
NY | 0.6 |
|
Elevation Wealth Partners LLC
✚
|
CA | 0.6 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 |