Hunter
Lewis
Brooktree Capital Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Hunter Lewis is a chartered financial analyst working out of Grand Rapids, Michigan, with 5 years of relevant experience. Lewis is on the advisory team at Brooktree Capital Management Inc. Over the course of their career, Lewis has held roles at Gain Capital and Legacy Trust. Lewis is approved to advise clients in Michigan and Texas. Brooktree Capital Management Inc is a registered investment firm based out of Grand Rapids, MI. It oversees $137 million in total assets among its 156 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 156 customer accounts, 44% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fees charged by Brooktree Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Brooktree Capital Management Inc Brokerage Details
$137,401,131
2
156
$880,776
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Hunter Lewis Work History
Hunter has been registered as a financial advisor for 5 years.*
Legacy Trust
Gain Capital
*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 Hunter Lewis 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 Brooktree Capital Management Inc
Grand Rapids, MI
Grand Rapids, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
