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 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
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

Michael Graham
DirectorCRD 5817034
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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