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Brookwood Advisors

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website brookwood-advisors.com
Client types

Overview

Brookwood Advisors is an independent wealth management practice based in Houston, Texas, providing investment management and financial planning for individuals, companies, estates and trusts. The firm builds portfolios by first evaluating client goals and establishing quantifiable benchmarks, then aligning investments with a holistic financial plan covering budget and cashflow, risk management, retirement planning, education funding, estate planning analysis and tax planning. Brookwood Advisors operates as a fee-based advisor bound by fiduciary responsibility and relies on fundamental research, value investing and ongoing risk management for portfolio construction. Advisory services are delivered through Private Advisor Group, with securities and custody provided by LPL Financial.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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