|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brookwood Investment Group LLC
✚
|
|
|---|---|
| CRD # | 316544 |
| SEC # | 801-122508 |
| CIK # | 0002066812, 0001569228 |
| AUM | $1.1 B (2025-07-16) |
| Employees | 24 (100% Investors, 0% Brokers) |
| Phone | 480-646-3504 |
| Address | 3930 E Ray Road Phoenix, AZ 85044 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 42.5 | ||
| Apple Inc | 21.8 | ||
| Amazon Com Inc | 18.6 | ||
| Microsoft Corp | 17.6 | ||
| Broadcom Inc | 16.0 | ||
| Facebook Inc | 12.9 | ||
| SPDR Gold Trust | 7.7 | ||
| Alphabet Inc | 6.4 | ||
| Netflix Inc | 6.0 | ||
| Tesla Motors Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,974 | 672.9 |
| (b) Individuals (high net worth individuals) | 181 | 390.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,200 | 1,064.2 |
| By Discretionary | ||
| Discretionary | 6,103 | 1,048.1 |
| Non-Discretionary | 97 | 16.1 |
| Total | 6,200 | 1,064.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,064.2 | |
| Total | 6,200 | 1,064.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001569228] | |
| 13F-HR | [0002066812] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Association Financial Services Inc
✚
|
UT | 1.1 |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 1.1 |
|
Vision Capital Management Inc
✚
|
OR | 1.1 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.1 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 1.1 |
|
Souders Financial Advisors LLC
✚
|
OH | 1.1 |
|
Ameriserv Wealth Advisors Inc
✚
|
PA | 1.1 |
|
Pinnacle Investments LLC
✚
|
NY | 1.1 |
|
Prime Quadrant US LLC
✚
|
1.1 | |
|
Private Client Services LLC
✚
|
KY | 1.1 |