Advisor at Broxton Capital Advisors
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Firm
Broxton Capital Advisors
Location
Los Angeles, CA 90024
Credentials
Series 63, Series 65
Industry experience
20 years
Robert Cooke is a financial advisor at Broxton Capital Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hudson Cooper Asset Management and Broxton Capital Advisors. Outside of his advisory role, he is involved with San Juan Incubators, which assists development-stage companies. Broxton Capital Advisors serves individuals, corporations, trusts, independent managers, other advisors, and institutions, offering portfolio management through direct and co-advisory arrangements. The firm employs a blend of fundamental and technical analysis combined with proprietary models across a diverse range of strategies, including income-focused management and shorter-term trading.
Based on Broxton Capital Advisors
Consulting services offered on fixed fee basis; specific amounts not stated
2% annually, subject to negotiation
Consulting services offered on hourly or fixed fee basis; specific hourly rates not stated
Account minimum: $100,000 minimum, though smaller accounts may be accepted at discretion
1063 Gayley Ave
Los Angeles, CA 90024
California · Puerto Rico
Hudson Cooper Asset Management, Inc.
2015 - Present (11 years)
Broxton Capital Advisors
2005 - Present (21 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 66
Playa Del Rey, CA
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Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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