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 a limited liability company that has been SEC-registered since 1990 and is classified in FINTRX as an investment bank. The firm's ownership is listed as a mix of a domestic entity and an individual. FINTRX characterizes Brookwood as not operating as a capital allocator and not active on ESG investing. Regulatory and service attributes reported include that the firm is not a multi-state adviser, is not newly formed, does not serve as a pension consultant, and is not listed as a related adviser. FINTRX does not provide further detail on the firm's specific advisory or business activities, client segments, or fee model.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth