B
$266.0K Total AUM
$14.0K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
4720 F 41 Oscoda MI
About Brookwood Financial Services
Brookwood Financial Services is a Oscoda-based RIA. The firm has been operating for 2 years. Managing $266.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$266.0K AVG AUM / ADVISOR
$26.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
Mark Delta Wygant
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7848756
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000 | -- |
| Non-Discretionary | $252,000 | -- |
| Total | $266,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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