Brentt
Hoover

Bamboo Wealth Strategies

CRD#4740664
Investment Advisor
in San Diego, CA

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About this Advisor

Brentt Hoover is a financial advisor based in San Diego, California, working with Bamboo Wealth Strategies. Brentt has previously held positions at Metlife Securities Inc and Spectrum Planning & Advisory Services Inc. Brentt has passed the Series 66 regulatory exam and is registered to provide services in California, Pennsylvania, and Texas. Currently, Brentt is part of Bamboo Wealth Strategies, which operates out of San Diego, California. The firm has 2 offices and 8 employees. The firm manages assets totaling $151.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bamboo Wealth Strategies includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio North Suite 1000
San Diego, CA 92108

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Bamboo Wealth Strategies Brokerage Details

Total Assets Under Management

$151,901,509

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

705

CA Average: 3,727
Average Account Size

$215,463

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Brentt Hoover Work History

2014 - Present (10 years)

Spectrum Planning & Advisory Services Inc

2004 - 2014 (10 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Brentt Hoover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bamboo Wealth Strategies

Chelsea Mieczkowski
San Diego, CA
Danielle Luster
San Diego, CA
Brentt Hoover
San Diego, CA
Jeremy Martinson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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