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Brookwood Investment Group LLC

● SEC registered since 2021CRD 316544SEC# 801-122508Phoenix, AZ
Export (members)
Reg. AUM
$1.06B
Employees
24
Accounts
6,200
Location
Phoenix, AZ

Brookwood Investment Group LLC assets under management

Brookwood Investment Group LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2021. It reports $1.1 billion in regulatory assets under management and employs 24 people.
ckwmg.comView on SEC.gov ↗

Brookwood Investment Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Kimberley Ann Raimondo ControlChief Compliance Officer50-75%2021
Robert William Raimondo ControlChief Executive Officer50-75%2021

Frequently asked questions

How much does Brookwood Investment Group LLC manage?

Brookwood Investment Group LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Brookwood Investment Group LLC have?

Brookwood Investment Group LLC reports 24 employees.

Where is Brookwood Investment Group LLC located?

Brookwood Investment Group LLC is based in Phoenix, AZ and has been SEC-registered since 2021.

Does Brookwood Investment Group LLC disclose fund performance?

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

Contact & registration

Address3930 E. Ray Road, Suite 155, Phoenix, AZ 85044
Phone4803514740
Office hours8a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.05B
Non-discretionary$16.1M
Total (RAUM)$1.06B