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Paul Andrew Brook

MHI FUNDS, LLC·WOODSTOCK, New York
Clean recordMHI FUNDS, LLC
10 DIXON AVENUE, WOODSTOCK, NY 12498CRD# 3005182Firm CRD# 282270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Andrew Brook · WOODSTOCK, NY
Registration
CRD #3005182 · MHI FUNDS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Andrew Brook is a registered financial advisor based in WOODSTOCK, New York, affiliated with MHI FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
MHI FUNDS, LLC
MHI FUNDS, LLC
AUM
Regulatory assets under management
Employees
34
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3005182
Firm CRD# 282270
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05

Frequently Asked Questions

What services does Paul Andrew Brook offer?
Paul Andrew Brook specializes in Investment Management, Fee-Only Advisory. Contact their office in WOODSTOCK, New York for a consultation.
What are Paul Andrew Brook's credentials?
Paul Andrew Brook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Andrew Brook located?
Paul Andrew Brook is based in WOODSTOCK, New York, working with MHI FUNDS, LLC. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Paul Andrew Brook charge for services?
Paul Andrew Brook's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MHI FUNDS, LLC?
MHI FUNDS, LLC has approximately 34 employees. The firm is registered with the SEC as an investment adviser.
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