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Brookwood Advisors, LLC

● SEC registered since 2026CRD 338550SEC# 801-135106Beverly, MA
Export (members)
Reg. AUM
Employees
5
Accounts
Location
Beverly, MA

Brookwood Advisors, LLC assets under management

Brookwood Advisors, LLC operates as an SEC-registered investment adviser based in Beverly, MA. The firm has been registered since 2026. It employs 5 people.

Brookwood Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brookwood Financial Partners, LLC ControlOwnerOver 75%2014
Marcia Greilich Strouss ControlCcoUnder 5%2022
Thomas Nicholas Trkla ControlNon-Managing Member25-50%1993

Frequently asked questions

How many employees does Brookwood Advisors, LLC have?

Brookwood Advisors, LLC reports 5 employees.

Where is Brookwood Advisors, LLC located?

Brookwood Advisors, LLC is based in Beverly, MA and has been SEC-registered since 2026.

Does Brookwood Advisors, LLC disclose fund performance?

Brookwood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address138 Conant Street, Floor 3, Beverly, MA 01915
Phone978-720-7500
Fax978-9222763
Office hours8:45 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo