Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1961 SW Park Pl, Ste 201, Port Saint Lucie, FL, 34986

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ambika works as an independent representative with AmeriLife, an insurance agency, holding a 215 license to sell health, life, and fixed annuities. This takes about 35-50 hours per month, and involves reviewing client insurance needs.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2025 - Present · 1 yr
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.