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BROOKWOOD INVESTMENT GROUP

BROOKWOOD INVESTMENT GROUP LLC

CRD 316544 · SEC 801-122508

Visit website

3930 E. RAY ROAD, SUITE 155, PHOENIX, AZ, 85044, United States

Phone

4803514740

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.25B

Discretionary AUM

$1.23B

Team

24 total employees; 22 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals3290$791.6M
High net worth individuals210$460.3M
Charitable organizations1$57K
Corporations/business entities5$365K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD