3930 E. Ray Road
Suite 155
Phoenix, Arizona 85044
Tel: 480-744-9628
BROOKWOOD INVESTMENT GROUP, formally registered with the SEC as BROOKWOOD INVESTMENT GROUP. The firm was established in 10/18/2021. They have over 6 offices throughout the country.
BROOKWOOD INVESTMENT GROUP is a Phoenix, Arizona based Financial Planning firm with nearly $689,082,702 assets under management, offering retirement planning & investment advisory services to 2250 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 316544 |
SEC# | 801-122508 |
Assets Managed by Firm | $689,082,702 |
No. of Clients | 2250 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2250 | $689,082,702 |
Individuals (other than high net worth individuals) | 1012 | $227,951,051 |
High net worth individuals | 98 | $203,404,782 |
Pension and profit sharing plans | 1 | $1,802,065 |
Charitable organizations | 1 | $53,127 |
Other investment advisers | 1 | $249,594,994 |
Corporations or other businesses | 12 | $6,276,683 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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