Wealth Manager
    SEC Registered
    Manages Private Funds

    Brookwood Investment Group

    Registered investment advisor · Phoenix, Arizona · CRD #316544

    Assets Under Management
    $1.3B
    Client Accounts
    7,129
    Employees
    24
    CRD Number
    316544
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Brookwood Investment Group

    Brookwood Investment Group is a registered investment advisory firm focused on timely, transparent, and tailored financial advice. It offers wealth management, retirement planning, and financial consulting services to individuals and professionals. The firm has 64 advisors managing $1.1 billion in assets.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Brookwood Investment Group

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    Frequently Asked Questions

    What is Brookwood Investment Group's AUM?

    Brookwood Investment Group reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Brookwood Investment Group headquartered?

    Brookwood Investment Group is headquartered in Phoenix, Arizona.

    What is Brookwood Investment Group's CRD number?

    Brookwood Investment Group's CRD number is 316544. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Brookwood Investment Group manage?

    Brookwood Investment Group manages approximately 7,129 client accounts according to its latest SEC filing.

    Is Brookwood Investment Group SEC registered?

    Yes, Brookwood Investment Group is registered with the SEC as an investment adviser with an approved registration status.

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