John
Gomez
Brentview Investment Management, LLC
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About this Advisor
John Gomez is a financial advisor based out of Winnetka, Illinois with a total of 4 years of industry experience. Gomez is currently employed by Brentview Investment Management, LLC. Their career trajectory has included roles at Nuveen Securities, LLC, Santa Barbara Asset Management, Brentview Investment Management, LLC, Garden Leave, Foreside Financial Services, LLC and Cavu Securities LLC. Gomez holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Florida, Illinois, Minnesota, New York, Tennessee, Texas and Washington. Brentview Investment Management, LLC is a registered investment company that has its headquarters in Winnetka, IL. The company has a total of seven employees. It handles $238 million in assets between its 175 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 175 customer accounts, 58% are held by high-net-worth individuals who have more than $1 million in investable assets. Brentview Investment Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Brentview Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brentview Investment Management, LLC Brokerage Details
$237,766,764
7
175
$1,358,667
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Gomez Work History
John has been registered as a financial advisor for 4 years.*
Cavu Securities LLC
Brentview Investment Management, LLC
Foreside Financial Services, LLC
Garden Leave
Santa Barbara Asset Management
Santa Barbara Asset Management
Nuveen Securities, LLC
*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 John Gomez 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 Brentview Investment Management, LLC
Winnetka, IL
Los Angeles, CA
Winnetka, IL
Winnetka, IL
Winnetka, IL
Los Angeles, CA
Winnetka, 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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