BROOKSTONE ASSET MANAGEMENT, LLC
CRD #153467 SEC #801-72780 WHEATON, IL 630-653-1400
SEC Registered
Total AUM
$507.6M
Discretionary
$507.6M
Employees
5
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $507.6M | $507.6M | $0 | 5 | 0 |
| Mar 2024 | $384.9M | $384.9M | $0 | 6 | 0 |
| Nov 2023 | $88.9M | $88.9M | $0 | 6 | 0 |
| May 2023 | $219.6M | $219.6M | $0 | 6 | 0 |
| Feb 2023 | $219.6M | $219.6M | $0 | 6 | 0 |
| Nov 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| Oct 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| May 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| Mar 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| Mar 2022 | $484.3M | $484.3M | $0 | 6 | 0 |
| Oct 2021 | $3.5B | $2.8B | $636.7M | 30 | 5,000 |
| Sep 2021 | $3.5B | $2.8B | $636.7M | 30 | 5,000 |
| Jun 2021 | $3.5B | $2.8B | $636.7M | 30 | 5,000 |
| Mar 2021 | $3.5B | $2.8B | $636.7M | 30 | 5,000 |
| Nov 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Aug 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Aug 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Jul 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Jul 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Jun 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Mar 2020 | $3.1B | $2.8B | $337.7M | 86 | 5,000 |
| Oct 2019 | $3.2B | $3B | $213.9M | 114 | 6,645 |
| Sep 2019 | $3.2B | $3B | $213.9M | 114 | 6,645 |
| May 2019 | $3.2B | $3B | $213.9M | 114 | 6,645 |
| Mar 2019 | $3.2B | $3B | $213.9M | 114 | 6,645 |
| Dec 2018 | $3.2B | $3B | $188.6M | 69 | 3,413 |
| Nov 2018 | $3.2B | $3B | $188.6M | 69 | 3,413 |
| Sep 2018 | $3.2B | $3B | $188.6M | 69 | 3,413 |
| May 2018 | $2.7B | $2.5B | $155.1M | 69 | 3,413 |
| Mar 2018 | $2.7B | $2.5B | $155.1M | 69 | 3,413 |
| Nov 2017 | $2.3B | $2.2B | $135.6M | 43 | 812 |
| Sep 2017 | $2.2B | $2B | $208.5M | 43 | 9,300 |
| Jul 2017 | $1.8B | $1.7B | $100.3M | 43 | 9,300 |
| Jul 2017 | $1.8B | $1.7B | $100.3M | 43 | 9,300 |
| Jun 2017 | $1.8B | $1.7B | $100.3M | 43 | 9,300 |
| Jun 2017 | $1.8B | $1.7B | $100.3M | 43 | 9,300 |
| Apr 2017 | $1.8B | $1.7B | $100.3M | 42 | 9,300 |
| Mar 2017 | $1.4B | $1.4B | $79.6M | 42 | 9,300 |
| Mar 2017 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Jan 2017 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Oct 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Jul 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Jun 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Apr 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Mar 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Feb 2016 | $934.8M | $875.6M | $59.2M | 30 | 4,800 |
| Nov 2015 | $839M | $793.2M | $45.8M | 29 | 4,100 |
| Aug 2015 | $839M | $793.2M | $45.8M | 29 | 4,100 |
| May 2015 | $708.6M | $675.4M | $33.2M | 29 | 4,100 |
| May 2015 | $708.6M | $675.4M | $33.2M | 29 | 4,100 |
| Mar 2015 | $541.5M | $523.6M | $17.9M | 29 | 3,400 |
| Oct 2014 | $206.1M | $206.1M | $0 | 19 | 700 |
| Oct 2014 | $206.1M | $206.1M | $0 | 19 | 700 |
| Jul 2014 | $206.1M | $206.1M | $0 | 19 | 700 |
| Jul 2014 | $206.1M | $206.1M | $0 | 19 | 700 |
| Mar 2014 | $56.6M | $56.6M | $0 | 5 | 200 |
| Jan 2014 | $71M | $71M | $0 | 4 | 11 |
| Mar 2013 | $71M | $71M | $0 | 4 | 11 |
| Mar 2012 | $103.3M | $103.3M | $0 | 1 | 1 |
DateJan 2025
Total AUM$507.6M
Discretionary$507.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$384.9M
Discretionary$384.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$484.3M
Discretionary$484.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$636.7M
Employees30
Clients5,000
DateSep 2021
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$636.7M
Employees30
Clients5,000
DateJun 2021
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$636.7M
Employees30
Clients5,000
DateMar 2021
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$636.7M
Employees30
Clients5,000
DateNov 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateAug 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateAug 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateJul 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateJul 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateJun 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateMar 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$337.7M
Employees86
Clients5,000
DateOct 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$213.9M
Employees114
Clients6,645
DateSep 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$213.9M
Employees114
Clients6,645
DateMay 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$213.9M
Employees114
Clients6,645
DateMar 2019
Total AUM$3.2B
Discretionary$3B
Non-Disc.$213.9M
Employees114
Clients6,645
DateDec 2018
Total AUM$3.2B
Discretionary$3B
Non-Disc.$188.6M
Employees69
Clients3,413
DateNov 2018
Total AUM$3.2B
Discretionary$3B
Non-Disc.$188.6M
Employees69
Clients3,413
DateSep 2018
Total AUM$3.2B
Discretionary$3B
Non-Disc.$188.6M
Employees69
Clients3,413
DateMay 2018
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$155.1M
Employees69
Clients3,413
DateMar 2018
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$155.1M
Employees69
Clients3,413
DateNov 2017
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$135.6M
Employees43
Clients812
DateSep 2017
Total AUM$2.2B
Discretionary$2B
Non-Disc.$208.5M
Employees43
Clients9,300
DateJul 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$100.3M
Employees43
Clients9,300
DateJul 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$100.3M
Employees43
Clients9,300
DateJun 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$100.3M
Employees43
Clients9,300
DateJun 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$100.3M
Employees43
Clients9,300
DateApr 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$100.3M
Employees42
Clients9,300
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$79.6M
Employees42
Clients9,300
DateMar 2017
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateJan 2017
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateOct 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateJul 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateJun 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateApr 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateMar 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateFeb 2016
Total AUM$934.8M
Discretionary$875.6M
Non-Disc.$59.2M
Employees30
Clients4,800
DateNov 2015
Total AUM$839M
Discretionary$793.2M
Non-Disc.$45.8M
Employees29
Clients4,100
DateAug 2015
Total AUM$839M
Discretionary$793.2M
Non-Disc.$45.8M
Employees29
Clients4,100
DateMay 2015
Total AUM$708.6M
Discretionary$675.4M
Non-Disc.$33.2M
Employees29
Clients4,100
DateMay 2015
Total AUM$708.6M
Discretionary$675.4M
Non-Disc.$33.2M
Employees29
Clients4,100
DateMar 2015
Total AUM$541.5M
Discretionary$523.6M
Non-Disc.$17.9M
Employees29
Clients3,400
DateOct 2014
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients700
DateOct 2014
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients700
DateJul 2014
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients700
DateJul 2014
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees19
Clients700
DateMar 2014
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees5
Clients200
DateJan 2014
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees4
Clients11
DateMar 2013
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees4
Clients11
DateMar 2012
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees1
Clients1