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Brooks, Wayne I

● SEC registered since 2022CRD 168816SEC# 801-126078Utica, NY
Export (members)
Reg. AUM
$51.7M
Employees
3
Accounts
113
Location
Utica, NY

Brooks, Wayne I assets under management

Brooks, Wayne I is an SEC-registered investment adviser based in Utica, NY. The firm has been registered since 2022. It reports $51.7 million in regulatory assets under management and employs 3 people.

Brooks, Wayne I owners & executives

1 reported
NameTitleOwnershipSince
Wayne Irving Brooks ControlOwner/ Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Brooks, Wayne I manage?

Brooks, Wayne I reports $51.7 million in regulatory assets under management on its Form ADV.

How many employees does Brooks, Wayne I have?

Brooks, Wayne I reports 3 employees.

Where is Brooks, Wayne I located?

Brooks, Wayne I is based in Utica, NY and has been SEC-registered since 2022.

Does Brooks, Wayne I disclose fund performance?

Brooks, Wayne I is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Hopper Street, Utica, NY 13501
Phone315-734-1410
Fax315-734-0173
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$51.7M
Non-discretionary$0
Total (RAUM)$51.7M