$1.3B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
24 Employees
3,506 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Meridian bridgeNorth
- Established Date
- 08-01-2021
- Office Locations
- 59
Office Locations
3010 Post Road Unit B Warick RI
3930 E. RAY Road Suite 155 Phoenix AZ
8383 Wilshire Blvd, Suite 800 Beverly Hills CA
About Brookwood Investment Group
Brookwood Investment Group is a Phoenix-based RIA with 59 offices. The firm has been operating for 4 years. Managing $1.3B in total assets under management, with 22 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, College Planning.
Team overview
57 AVG AGE
$56.9M AVG AUM / ADVISOR
$357.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
24 Employees
22 Advisory Reps
24 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Harbor catalyst
Asset Classes
Bridge Delta focus Meridian pioneer Unison quantum Bridge summit Signal Frontier
Client Personas
Momentum Fusion north
Custodian
Zenith Oak wave Harbor Matrix glacier Eagle Alpha Pioneer oak North Summit insight Insight Horizon Atlas foundation Optima Capital optima Ridge Wave Summit ridge Beacon
Fund Managers
Pathway foundation
Investment Themes
Unison wave Bridge timber Summit eagle Wave
Investment Vehicles
Wave beacon Quantum
Platform
Ember
Services
Glacier unison Element Timber glacier Element North north Bridge vital Beacon value Radial alpha Vital glacier North Catalyst Capital timber
Technology
Pioneer matrix Optima
Owner & Executives
K
KIMBERLEY ANN RAIMONDO
Chief Compliance Officer, Founder, President
- CRD
- --
- Ownership
- 50% but less than 75%
(497) 840-7616
momentum.beacon@eaglecapital.com
in linkedin.com/in/ridge-signal
ROBERT WILLIAM RAIMONDO
Chief Development Officer, President
- CRD
- #4476842
- Ownership
- 50% but less than 75%
(970) 358-2220
pathway.frontier@focuscapital.com
in linkedin.com/in/summit-matrix
Showing 2 of 2 owners & executives
Unlock allContacts
D
Darryl Amadio
--
- CRD
- #8220486
(253) 362-9625
horizon.atlas@beaconcapital.com
in linkedin.com/in/capital-alpha
WILLIAM H ANDERSON
Consultant
- CRD
- #5681835
(480) 604-1360
pathway.optima@insightcapital.com
in linkedin.com/in/ember-alpha
Q
Quantum momentum
Bridge zenith signal
- CRD
- #88081
(250) 810-2062
radial.prime@harborcapital.com
in linkedin.com/in/delta-atlas
Showing 2 of 68 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,234,968,989 | $175,571 |
| Non-Discretionary | $17,397,261 | $183,129 |
| Total | $1,252,366,250 | $175,672 |
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Separately Managed Accounts
Total SMA Asset: $1,252,366,250
Public Funds:
23.9% Equity - Exchange:
24.8% Cash:
17.3% U.S. Government/Agency:
21.6% Corporate - Investment Grade:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,797,159,673 | 23.9% |
| Equity - Exchange | $1,864,835,141 | 24.8% |
| Cash | $1,300,872,901 | 17.3% |
| U.S. Government/Agency | $1,624,211,252 | 21.6% |
| Corporate - Investment Grade | $932,417,571 | 12.4% |
| Total | $7,519,496,538 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ELEMENT | HORIZON VALUE | X0ULZ44ID | FSZT | 6.37% | $13,180,933 |
| TIMBER SUMMIT | HARBOR UNISON | 4HQ57WQNE | JNRFF | 3.24% | $62,359,754 |
| FOCUS HORIZON MERIDIAN | BEACON ALPHA | CS8D6PQUF | OPZ | 11.12% | $71,182,449 |
| VITAL OPTIMA BRIDGE | MOMENTUM SUMMIT | 3IVD0H4G8 | WRVI | 8.91% | $31,424,181 |
| FOUNDATION BEACON PATHWAY | BRIDGE CATALYST | K1199W9JS | MBF | 3.16% | $113,325,456 |
| MOMENTUM RADIAL | INSIGHT LEGACY | IFF2K3RO1 | XBKUJ | 1.00% | $14,330,540 |
| GLACIER INSIGHT | UNISON LEGACY | GKR67Z6GJ | LCG | 0.62% | $53,967,269 |
| OPTIMA TIMBER | DELTA PEAK | BQIW0YJNE | QCB | 1.37% | $24,343,159 |