Brookwood Associates, L.L.C.

Broker-DealerFINRA Member
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 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

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

  • Anish Gandhi

    Anish Gandhi

    Managing DirectorCRD 5203724

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