RIA Intelligence

BROOKWOOD ADVISORS, LLC

CRD #315500 SEC #801-124928 BEVERLY, MA 978-720-7500
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STROUSS, MARCIA, GREILICHICCONA
STROUSS, MARCIA, GREILICHICCONA
STROUSS, MARCIA, GREILICHICCONA
STROUSS, MARCIA, GREILICHICCONA
BROOKWOOD FINANCIAL PARTNERS, LLCDEOWNERE Control
BROOKWOOD FINANCIAL PARTNERS, LLCDEOWNERE Control
BROOKWOOD FINANCIAL PARTNERS, LLCDEOWNERE Control
BROOKWOOD FINANCIAL PARTNERS, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TRKLA, THOMAS, NICHOLASIBROOKWOOD FINANCIAL PARTNERS, LLCC Control
TRKLA, THOMAS, NICHOLASIBROOKWOOD FINANCIAL PARTNERS, LLCC Control
TRKLA, THOMAS, NICHOLASIBROOKWOOD FINANCIAL PARTNERS, LLCC Control
TRKLA, THOMAS, NICHOLASIBROOKWOOD FINANCIAL PARTNERS, LLCC Control

Registrations

Federal

IA
Apr 1, 2022 REGISTERED

Notice Filings (1)

MA

Address

138 CONANT STREET 3RD FLOOR
BEVERLY, MA 01915
United States
Phone: 978-720-7500