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BROOKNOLL ADVISORS LLC

BOSTON, MA · CRD 298297 · IAPD ↗ · 617-419-7117

$1.19BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2025 — BROOKNOLL ADVISORS LLC crossed $1B in regulatory AUM ($762.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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