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 organized as a limited liability company and has been SEC-registered since 1990. FINTRX classifies the firm as an investment bank and identifies ownership as a combination of a domestic entity and individual owner(s). The data show the firm is not designated 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 identified as a newly formed adviser, a pension consultant, or a related adviser to another registered firm.
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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