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BROOKWOOD FINANCIAL SERVICES
BROOKWOOD FINANCIAL SERVICES, LLC
CRD 329624
4720 F 41, OSCODA, MI, 48750, United States
Phone
989-820-0046
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$266K
Discretionary AUM
$14K
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $266K |
All web addresses on file
Official SEC filing: View on IAPD