Brookwood Investment Group
Brookwood Investment Group (CRD# 316544) is a financial advisory firm headquartered in Phoenix, AZ. They manage $689,082,702 in 2,250 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management689MILLION
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Total Number of Accounts2,250ACCOUNTS
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Average Account Value$306,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT
Daniel Angelone (CRD# 4556930) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 21 years of experience in the finance industry.
Rostam Atefi (CRD# 5774433) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 12 years of experience in the finance industry.
Brent Burgesser (CRD# 3278147) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 23 years of experience in the finance industry.
Stephen Caruso (CRD# 3020510) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 24 years of experience in the finance industry.
Sandra Crook (CRD# 1459895) is an Investment Advisor Representative working at Brookwood Investment Group in Westmont, IL and has over 37 years of experience in the finance industry.
David Hendershott (CRD# 860966) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 43 years of experience in the finance industry.
Zachary Jones (CRD# 6267151) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 8 years of experience in the finance industry.
Cassie Kang (CRD# 5018614) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 18 years of experience in the finance industry.
Adam Klein (CRD# 2303072) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 31 years of experience in the finance industry.
Margaret Koosa (CRD# 6013286) is an Investment Advisor Representative working at Brookwood Investment Group in Stamford, VT and has over 12 years of experience in the finance industry.