Lilach
West

Brookstone Capital Management LLC

CRD#7012597
Investment Advisor
in Los Angeles, CA

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About this Advisor

Lilach West is a financial advisor based out of Los Angeles, California with a total of 3 years of industry experience. West is currently employed by Brookstone Capital Management LLC. During their career, the advisor has held roles at Jd Mellberg Financial and Brookstone Capital Management. West holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in California. Brookstone Capital Management LLC is an advisory company operating out of Wheaton, IL. It has offices in 271 locations and a total of 385 employees. It handles $8 billion in total assets among its 56,700 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 56,700 customer accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services are offered. Fees billed by Brookstone Capital Management LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Los Angeles, CA

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

CA Average: $6,674,516,078
Total Number of Employees

385

CA Average: 44
Total Number of Accounts

56,700

CA Average: 2,564
Average Account Size

$132,529

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lilach West Work History

Lilach has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Brookstone Capital Management

2017 - Present (7 years)

Jd Mellberg Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lilach West 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 Brookstone Capital Management LLC

Douglas Henke
Wheaton, IL
Michael Gerberding
Dayton, MN
Douglas Roller
Wheaton, IL
Canaan Penland
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Austin Larkin
Buffalo Grove, IL
Michael Miller
Wheaton, IL
Thomas Martin
Wheaton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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