Brookwood Advisors, LLC
● SEC registered since 2026CRD 338550SEC# 801-135106Beverly, MA
Reg. AUM
$964.5M
Employees
5
Accounts
6
Location
Beverly, MA
Brookwood Advisors, LLC assets under management
Brookwood Advisors, LLC operates as an SEC-registered investment adviser based in Beverly, MA. The firm has been registered since 2026. It reports $964.5 million in regulatory assets under management and employs 5 people.
Brookwood Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brookwood Financial Partners, LLC Control | Owner | Over 75% | 2014 |
| Ericka Leigh Ayles Control | Cfo | Under 5% | 2022 |
| Marcia Greilich Strouss Control | Cco | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Brookwood Advisors, LLC manage?
Brookwood Advisors, LLC reports $964.5 million in regulatory assets under management on its Form ADV.
How many employees does Brookwood Advisors, LLC have?
Brookwood Advisors, LLC reports 5 employees.
Where is Brookwood Advisors, LLC located?
Brookwood Advisors, LLC is based in Beverly, MA and has been SEC-registered since 2026.
Does Brookwood Advisors, LLC disclose fund performance?
Brookwood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 138 Conant Street, Floor 3, Beverly, MA 01915 |
| Phone | 978-720-7500 |
| Fax | 978-9222763 |
| Office hours | 8:45 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$964.5MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$964.5Mregulatory AUM
Discretionary $964.5M