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Brentt Allen Hoover

Bamboo Wealth Strategies

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About Brentt Allen Hoover

Brentt Hoover is a financial advisor with Bamboo Wealth Strategies. Brentt has been in the industry since 2004 and is registered with the state of California, Pennsylvania and Texas. Brentt is a Certified Financial Planner and Chartered Financial Consultant. Brentt specializes in providing financial planning, pension consulting and portfolio management for individuals. Brentt's firm manages approximately $184,244,140 in assets for 728 clients.

Firm Information

Brentt Hoover is currently registered with Bamboo Wealth Strategies. Bamboo Wealth Strategies is an investment advisory firm located in San Diego, California. They advise individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. The firm offers financial planning and portfolio management services. They have approximately $184 million in assets under management.
Bamboo Wealth Strategies

3131 CAMINO DEL RIO NORTH

SAN DIEGO, CA 92108

$184.24M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brentt Hoover’s Registration & Firm History

CA

03/23/2017 - Present

Bamboo Wealth Strategies (SAN DIEGO CA)

CA

01/05/2004 - 09/09/2014

METLIFE SECURITIES INC. (SAN DIEGO CA)

CA

01/05/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brentt Allen Hoover.
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