Brooker John W & Co Cpa Pc is a large advisory firm based in Oakland. It manages $169 million of regulatory assets for 451 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Brooker John W & Co Cpa Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brooker John W & Co Cpa Pc is $169 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brooker John W & Co Cpa Pc for their services and products based on a percentage of assets under management and hourly charges. 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.
Larry M. Jakubowitz has been acting as President since 1 May 1990. Crystal L. Keene joined the executive team most recently as the Investment Committee.
The principal office where Brooker John W & Co Cpa Pc performs its advisory services is located at 80 Swan Way, Oakland, CA 94621 1443, 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 510-638-1815 or by fax 510-635-6165. The normal business hours are 8:30-5:00 on Monday - Friday.