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Business Profile

Financial Services

Brook Capital

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Services.

Visit Website(262) 784-7205Email Business

About

Overview

Brook Capital

675 N Barker Rd Ste 200

Brookfield, WI 53045-5915

Get DirectionsView Service Area

Years in Business: 21

Payment methods:

deduction from investment portfolios

BBB Accreditation & Rating

Brook Capital is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

About This Business

Ramiah Investment Group ("RIG") is an independently owned, full service wealth advisory firm.  RIG assists individuals and business owners with investment and financial planning, including retirement, college, estate and succession planning, with a focus on portfolio management and insurance protection. The firm’s investment advisors are also registered representatives, offering securities through First Allied Securities, Inc., with total assets under management of about $100 million as of Dec 2012.

Business Details

Local BBB:
BBB Serving Wisconsin
BBB File Opened:
12/26/2012
Business Started:
3/16/2004
Business Started Locally:
5/1/2004
Business Incorporated:
3/16/2004
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Ramiah Investment Group, Inc.
Business Management:
Mr. Ramu Ramiah, President
Ms. Letha Joseph JD, Vice President
Mr. Dan Perik, Financial Advisor
Mr. Jason Visner, MBA, Family Wealth Counselor

Additional Contact Information

Principal Contacts
Mr. Ramu Ramiah, President
Customer Contacts
Mr. Ramu Ramiah, President
Fax numbers
Primary Fax: (262) 784-7206
Additional Phone Numbers
Other Phone: (877) 563-3233
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Refund and Exchange Policy
Primarily fee-based services, offering pro-rata refunds on termination or withdrawal.
Business Categories
Financial Services, Investment Management

Industry Tip

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BBB Tip: How to shop for financial services

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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