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David Aaron Brask

Aaron Brask Capital

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About David Aaron Brask

David Aaron Brask is an Investment Advisor Representative. David is registered with the state of Florida. David has been in the industry since January 2010 and is currently employed by Aaron Brask Capital. David is licensed to provide financial planning services and portfolio management for individuals. David has 111 clients with assets under management of $56,894,336. David holds a Series 65 license, which is the Uniform Investment Adviser Law Examination. David has worked at Aaron Brask Capital since January 2010. In addition to his advisory work, David also holds an insurance license and spends approximately 10 hours per month on insurance-related clients/prospects. This practice presents a conflict of interest in recommending insurance products to advisory clients. Clients are under no obligation to implement any recommendations made by David or the Advisor.

Firm Information

David Brask is currently registered with Aaron Brask Capital. Aaron Brask Capital, based in [main office location], is a registered investment advisor managing approximately $56.9 million in assets for 111 clients. The firm primarily serves high-net-worth individuals and offers financial planning and portfolio management services. They have 1 licensed agent and 1 investment adviser representative.

$56.89M

Assets Under Management

Not reported

Total Clients

1

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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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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David Brask’s Registration & Firm History

FL

01/04/2011 - Present

Aaron Brask Capital (LAKE WORTH BEACH FL)

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Licenses & Designations

IA

Issued 04/09/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Aaron Brask.
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