Brooker John W & Co Cpa Pc (Oakland)

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.

Brooker John W & Co Cpa Pc: assets under management

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 firm manages $169 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.72 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brooker John W & Co Cpa Pc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Keith Beatty	Treasurer/investment strategist	1 May 1983	25% - 50%	872161
Larry M. Jakubowitz	President	1 May 1990	25% - 50%	4334201
Robert S. Dillon	Vice president	1 Jan 1999	25% - 50%	4334250
Jack Wai Gin	Secretary	1 Jan 1999	25% - 50%	4334256
Crystal L. Keene	Investment committee	1 Jan 2000	Other	4334334

Based in Oakland

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.