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Northbrook Investment Management (Okemos)


Northbrook Investment Management is a large advisory firm based in Okemos. It manages $39.38 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2008.

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Northbrook Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northbrook Investment Management: assets under management

The assets under management (AUM) of Northbrook Investment Management is $39.38 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $39.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Northbrook Investment Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Okemos

The principal office where Northbrook Investment Management performs its advisory services is located at 2149 Jolly Rd, Okemos, MI 48864, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 517-347-0347 or by fax 517-347-0811. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.northbrookinvestment.com.


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