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BROOKSTONE ASSET MANAGEMENT, LLC

WHEATON, IL · CRD 153467 · IAPD ↗ · formulafoliofunds.com · 630-653-1400

$597.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
February 2025 — BROOKSTONE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($384.9M -> $507.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — BROOKSTONE ASSET MANAGEMENT, LLC reported RAUM up 333% ($88.9M -> $384.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.