Brookwood Associates, L.L.C.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
26061
Registered since
March 30, 1990

Firm profile

FINTRX

Overview

Brookwood Associates, L.L.C. is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC-registered since 1990. Ownership is listed as a mix of a domestic entity and an individual. The dataset provides limited operational detail: Brookwood is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. It is also not characterized as a newly formed adviser, a pension consultant, or a related adviser. No descriptive information about client types, fee arrangements, or specific business and advisory activities was provided.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Self

    Chief Financial OfficerCRD 4497531

Contacts

3 of 5
  • Robert Winborne

    Robert Winborne

    Managing DirectorCRD 1060201

  • Amy Forrestal

    Amy Forrestal

    Managing DirectorCRD 1972639

  • Anish Gandhi

    Anish Gandhi

    Managing DirectorCRD 5203724

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3575 Piedmont Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth