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 is classified in the source data as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual, suggesting a small, privately held operating structure rather than a widely held corporate parent. Public-facing filings supply very limited detail about the firm’s client mix, fee arrangements, and day-to-day business lines. The firm is not identified as a capital allocator and is not listed as an active ESG investor. It is also not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the available snapshot. The dataset contains minimal information about activities, affiliations, or investment programs, so there is little on record about the firm’s specific product offerings or target client segments.
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

Anish Gandhi
Managing DirectorCRD 5203724
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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