Brookwood Associates, L.L.C.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 26061
- Registered since
- March 30, 1990
- Website
- brookwoodassociates.com
Firm profile
FINTRXOverview
Brookwood Associates, L.L.C. is an LLC that has been SEC-registered since 1990 and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser in the available record. Public disclosures provided to the data source do not include descriptions of client segments, fee schedules, business activities, or specific advisory services, so there is limited visibility into day-to-day operations or target clients from the information supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jonathan Self
Chief Financial OfficerCRD 4497531
Contacts
3 of 5
Robert Winborne
Managing DirectorCRD 1060201

Amy Forrestal
Managing DirectorCRD 1972639

Michael Graham
DirectorCRD 5817034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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