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Building 2BROOKWOOD ADVISORS, LLC

Map pinBEVERLY, MA
Phone978-720-7500
NotebookSEC #801-135106
Total AUM
$964.5M
Employees
5
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
138 CONANT STREET
FLOOR 3
BEVERLY
MA 01915
United States
Operating Hours
8:45 AM TO 5:00 PM
Monday - Friday
Phone
978-720-7500

ReceiptFinancials

Total AUM
$964.5M
Accounts
6
Discretionary
$964.5M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$964.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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