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About this Advisor
Clifford Brott is a certified financial planner who works in Dallas, Texas. Currently a registered advisor at Capital Ideas, Brott has an impressive 23 years of experience in the financial advisory industry. Brott maintains a Series 63 license, certifying the advisor as a securities broker. Brott is able to work with customers in Texas. The advisor has gained experience at First Avantus Securities, Inc(Formerly First Financial Inv. Sec, Alliance Financial Group, Inc, First Avantus Insurance Agency, Inc and Capital Ideas, Inc. Capital Ideas is headquartered in Dallas, Texas. As a company, Capital Ideas oversees $182 million in assets throughout 174 accounts and retains five staff members. The level of assets currently under the firm's management places it among the mid-sized financial advisory firms in the country. The firm manages 170 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 31% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Capital Ideas can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Capital Ideas Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Clifford Brott Work History
Clifford has 23 years of experience.
Alliance Financial Group, Inc
First Avantus Insurance Agency, Inc
First Avantus Securities, Inc(Formerly First Financial Inv. Sec
Capital Ideas, Inc
Clifford Brott has no disclosures.
Please visit their SEC profile for more details.