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 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

FINTRX

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

  • Michael Graham

    Michael Graham

    DirectorCRD 5817034

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