MCBROOM & ASSOCIATES, LLC
  • MCBROOM & ASSOCIATES, LLC
  • SUNSET FINANCIAL PLANNING, LLC

Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 05/12/2021
Other registrations (2)
ADV Location LAS VEGAS, NV, United States
Contact Info 702 xxxxxxx
AUM* 242,094,579 40%
of that, discretionary 240,596,508 40%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 942,002 7%
% High Net Worth 50.88% -19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

241M 206M 172M 137M 103M 69M 34M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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