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BROOKWOOD ADVISORS, LLC
CRD 338550 · SEC 801-135106
138 CONANT STREET, FLOOR 3, BEVERLY, MA, 01915, United States
Phone
978-720-7500
Fax
978-9222763
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$964.5M
Discretionary AUM
$964.5M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $964.5M |
States served
MA
Official SEC filing: View on IAPD