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| Brookwood Investment Group LLC
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|---|---|
| CRD # | 316544 |
| SEC # | 801-122508 |
| CIK # | 0002066812, 0001569228 |
| AUM | $1.3 B (2026-03-31) |
| Employees | 24 (92% Investors, 0% Brokers) |
| Phone | 480-351-4740 |
| Address | 3930 E Ray Road Phoenix, AZ 85044 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 39.2 | ||
| Apple Inc | 27.2 | ||
| Amazon Com Inc | 18.2 | ||
| Broadcom Inc | 16.8 | ||
| Alphabet Inc | 12.2 | ||
| Microsoft Corp | 11.8 | ||
| SPDR Gold Trust | 9.5 | ||
| Facebook Inc | 8.4 | ||
| Alphabet Inc | 6.6 | ||
| Devon Energy Corp/DE | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,290 | 791.6 |
| (b) Individuals (high net worth individuals) | 210 | 460.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 7,129 | 1,252.4 |
| By Discretionary | ||
| Discretionary | 7,034 | 1,235.0 |
| Non-Discretionary | 95 | 17.4 |
| Total | 7,129 | 1,252.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,252.4 | |
| Total | 7,129 | 1,252.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001569228] | |
| 13F-HR | [0002066812] |
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|---|---|---|
|
Granite Bay Wealth Management LLC
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|
NH | 1.3 |
|
Association Financial Services Inc
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|
UT | 1.3 |
|
Ullmann Wealth Partners Group LLC
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FL | 1.3 |
|
Northwest Financial Advisors LLC
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VA | 1.2 |
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KPP Advisory Services LLC
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KY | 1.2 |
|
Opal Wealth Advisors LLC
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NY | 1.2 |
|
Wealth Dimensions Group Ltd
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|
OH | 1.2 |
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
KWB Wealth
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|
CA | 1.2 |
|
M Financial Asset Management Inc
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|
OR | 1.2 |