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Brookwood Investment Group

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Total assets under management

$1,064,198,265

More info

Total clients

3,155

6% high-net worth

Total advisors

24

of 24 employees

Firm size

Multi Team

Average clients per advisor

131

Average account size

$337,305

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

$1,000 to $10,000 for fixed fee financial planning and consulting services.

Percentage

Negotiable up to 2.50%, varies by client and asset amount

Project-based

Up to $500 per hour for financial planning and consulting services.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Brookwood Investment Group

3930 E. Ray Road, Suite 155

Phoenix AZ 85044, United States

Number of offices

6

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 4806463504

Advisors at this firm

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James H

Series 63, Series 65

Phoenix, AZ

Brookwood Investment Group
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Frank S

Series 66

Amherst, NH

Brookwood Investment Group
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Charles T

Series 63, Series 65

Middletown, DE

Brookwood Investment Group
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Jonathan H

ChFC®, Series 63, Series 65

Midlothian, VA

Brookwood Investment Group
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Gerald S

Series 63, Series 65

Phoenix, AZ

Brookwood Investment Group
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Tracy C

Series 65

Phoenix, AZ

Brookwood Investment Group
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Joann N

CFP®, Series 63

Katy, TX

Brookwood Investment Group
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Peter C

Series 65

Phoenix, AZ

Brookwood Investment Group
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Carol P

Series 66

Phoenix, AZ

Brookwood Investment Group
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Sandra C

Series 63, Series 65

Westmont, IL

Brookwood Investment Group
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Thomas S

CFP®, Series 63

Phoenix, AZ

Brookwood Investment Group
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Robert R

Series 63, Series 65

Phoenix, AZ

Brookwood Investment Group
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Carlos I

Series 63, Series 66

Phoenix, AZ

Brookwood Investment Group
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Daniel A

Series 66

Warick, RI

Brookwood Investment Group
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Andrew K

Series 63, Series 66

Topeka, KS

Brookwood Investment Group
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