John
Gomez
Brentview Investment Management, LLC
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About this Advisor
John Gomez is a financial advisor based in Winnetka, Illinois, working with Brentview Investment Management, LLC. John has previously held positions at Nuveen Securities, LLC, Brentview Investment Management, LLC, Santa Barbara Asset Management, Cavu Securities LLC, Garden Leave, and Foreside Financial Services, LLC. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Florida, Illinois, Minnesota, New York, Tennessee, Texas, and Washington. Currently, John is part of Brentview Investment Management, LLC, which operates out of Winnetka, Illinois. The firm has 1 office and 7 employees. The firm manages assets totaling $224.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Brentview Investment Management, LLC includes asset-based fees.
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Brentview Investment Management, LLC Brokerage Details
$224,397,176
7
173
$1,297,094
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Gomez Work History
Cavu Securities LLC
Brentview Investment Management, LLC
Foreside Financial Services, LLC
Garden Leave
Santa Barbara Asset Management
Santa Barbara Asset Management
Nuveen Securities, LLC
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
Los Angeles, 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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