Brookwood Investment Group

Overview

Brookwood Investment Group is an SEC registered investment adviser based in Phoenix, AZ, registered since 2021. It reports $1.3B in assets under management across 7,129 accounts, with 24 employees. It has 68 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

99%

Accounts

7,129

Average account

$176K

Employees

24

Advisory reps

68

Registered since

2021

Jurisdictions

46

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Kimberley Ann Raimondo Chief Compliance Officer CRD 6777663
• Robert William Raimondo Chief Development Officer CRD 4476842

Advisory reps 3 of 68

• Claire Johnson Alexander Investment Adviser Rep CRD 6393214
• Darryl Amadio Investment Adviser Rep CRD 8220486
• William H Anderson Insurance Agent · Investment Adviser Rep CRD 5681835

65 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3930 E Ray Rd Ste 155
Phoenix, AZ 85044

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 46 jurisdictions
• Website: ckwmg.com

Every state, with registration dates

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