RIA IntelAdvisersNew JerseyBROOKFIELD MANAGEMENT GROUP, LLC

BROOKFIELD MANAGEMENT GROUP, LLC

Advisory

NJ

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in NJ
#571
of 775 advisers by AUM
Average account
$105M
across 1 accounts
AUM per adviser
$105M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$105M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$105M
Discretionary AUM$105M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

ARLINGTON HILL INVESTMENT MANAGEMENT LLC
JERSEY CITY, NJ
$105M
MD WEALTH ADVISORS INC
CRANFORD, NJ
$105M
RALPH S. MARGEL & ASSOCIATES, LLC
PARAMUS, NJ
$105M
-4.9% 1Y
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY
$105M
MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY
MILLSTONE, NJ
$104M
TAURUS FINANCIAL LLC
JERSEY CITY, NJ
$106M

Get the full picture on BROOKFIELD MANAGEMENT GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BROOKFIELD MANAGEMENT GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans