BROOKWOOD INVESTMENT GROUP LLC
Legal name: BROOKWOOD INVESTMENT GROUP
CRD #316544 SEC #801-122508 PHOENIX, AZ 4806463504
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
24
Clients
25
Accounts
6,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.1B | $1B | $16.1M | 24 | 0 |
| Jun 2025 | $1.1B | $1B | $16.1M | 24 | 0 |
| Apr 2025 | $1.1B | $1B | $16.1M | 24 | 0 |
| Mar 2025 | $689.1M | $689.1M | $0 | 18 | 0 |
| Jan 2025 | $689.1M | $689.1M | $0 | 18 | 0 |
| Dec 2024 | $689.1M | $689.1M | $0 | 18 | 0 |
| Jul 2024 | $689.1M | $689.1M | $0 | 18 | 0 |
| Mar 2024 | $689.1M | $689.1M | $0 | 18 | 0 |
| Mar 2024 | $0 | $0 | $0 | 18 | 0 |
| Feb 2024 | $0 | $0 | $0 | 18 | 0 |
| Dec 2023 | $0 | $0 | $0 | 18 | 0 |
| Sep 2023 | $0 | $0 | $0 | 18 | 0 |
| Jul 2023 | $0 | $0 | $0 | 18 | 0 |
| Jul 2023 | $0 | $0 | $0 | 18 | 0 |
| Jun 2023 | $0 | $0 | $0 | 4 | 0 |
| Jun 2023 | $0 | $0 | $0 | 4 | 0 |
| Jun 2023 | $0 | $0 | $0 | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
| Mar 2023 | $0 | $0 | $0 | 4 | 0 |
| Mar 2023 | $0 | $0 | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 2 | 0 |
| Jan 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$16.1M
Employees24
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$16.1M
Employees24
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$16.1M
Employees24
Clients0
DateMar 2025
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees18
Clients0
DateJan 2025
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees18
Clients0
DateDec 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees18
Clients0
DateJul 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0