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).

Current Firm Details
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044
https://ckwmg.com
By the Numbers
  • Total Assets Under Management
    689
    MILLION
  • Total Number of Accounts
    2,250
    ACCOUNTS
  • Average Account Value
    $306,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT

Financial Advisors at Brookwood Investment Group
Showing 11 - 15 of 15 top financial advisors.
11
Todd Mann, financial advisor Springfield OR
Todd J. Mann
CRD#: 7038734
Springfield, OR

Todd Mann (CRD# 7038734) is an Investment Advisor Representative working at Brookwood Investment Group in Springfield, OR and has over 5 years of experience in the finance industry.

12
Carol Pipitone, financial advisor Phoenix AZ
Carol J. Pipitone
CRD#: 4257883
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Carol Pipitone (CRD# 4257883) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 19 years of experience in the finance industry.

13
Robert Raimondo, financial advisor Phoenix AZ
Robert W. Raimondo
CRD#: 4476842
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Robert Raimondo (CRD# 4476842) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 22 years of experience in the finance industry.

14
Steven Schippel, financial advisor Columbia Station OH
Steven L. Schippel
CRD#: 1225164
Columbia Station, OH

Steven Schippel (CRD# 1225164) is an Investment Advisor Representative working at Brookwood Investment Group in Columbia Station, OH and has over 35 years of experience in the finance industry.

15
Vincent Yackanin, financial advisor Phoenix AZ
Vincent A. Yackanin
CRD#: 6422060
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Vincent Yackanin (CRD# 6422060) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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