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MCBROOM & ASSOCIATES, LLC
CRD 151187 · SEC 801-121225
1635 VILLAGE CENTER CIR, STE 140, LAS VEGAS, NV, 89134-6375, United States
Phone
702-267-6649
Fax
866-936-4395
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.1M
Discretionary AUM
$240.6M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $10.3M |
| High net worth individuals | 58 | $218.2M |
| Charitable organizations | 4 | $13.6M |
States served
AZ, CA, ID, NV, TX
Official SEC filing: View on IAPD