Brookwood Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2180 North Loop W Ste 270, Houston, Texa...

Phone Number

(281) 769-5768

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Brookwood Advisors

Brookwood Advisors offers investment management services and financial planning tailored for individuals, companies, estates, and trusts. Their approach involves evaluating client goals and establishing measurable benchmarks to ensure a cohesive financial strategy. The firm prioritizes personal attention and regular communication to address clients' unique needs and account performance. With a focus on building lasting relationships, Brookwood Advisors assists clients in planning for retirement and managing their investments effectively.Explore more
Brookwood Advisors's Social MediaPopular SearchesBrookwood AdvisorsBrookwood Advisors PLLCBrookwood Advisors HomeBrookwood Investment AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Brookwood Advisors Org Chart

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Compare insights from companies similar to Brookwood Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brookwood Advisors

<$5M
1-10
Private
-
2014
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
DA
Donna AllardPresident & Cfp Professional
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brookwood Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brookwood Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brookwood Advisors.

Brookwood Advisors Tech Stack

A closer look at the technologies used by Brookwood Advisors

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Frequently Asked Questions Regarding Brookwood Advisors

What is Brookwood Advisors's official website?
Brookwood Advisors's official website is www.brookwood-advisors.com
What is Brookwood Advisors's Revenue?
Brookwood Advisors's revenue is <$5 Million
What is Brookwood Advisors's SIC code?
Brookwood Advisors's SIC: 62,628
What is Brookwood Advisors's NAICS code?
Brookwood Advisors's NAICS: 52,523
How many employees does Brookwood Advisors have?
Brookwood Advisors has 1-10 employees
What industry does Brookwood Advisors belong to?
Brookwood Advisors is in the industry of: Finance, Securities Trading
What is Brookwood Advisors competition?
Brookwood Advisors top competitors include: Sterling Total Wealth Solutions, Sowa Financial Group, Ratcliff Financial Services, Botkin Family Wealth Management
What technology does Brookwood Advisors use?
Some of the popular technologies that Brookwood Advisors uses are: WordPress.org, PHP, F5 Silverline DDoS Protection, Proofpoint
How do I contact Brookwood Advisors?
Brookwood Advisors contact info: Phone number: (281) 769-5768 Website: www.brookwood-advisors.com
What does Brookwood Advisors do?

Brookwood Advisors offers investment management services and financial planning tailored for individuals, companies, estates, and trusts. Their approach involves evaluating client goals and establishing measurable benchmarks to ensure a cohesive financial strategy. The firm prioritizes personal attention and regular communication to address clients... ' unique needs and account performance. With a focus on building lasting relationships, Brookwood Advisors assists clients in planning for retirement and managing their investments effectively.Read More

What are Brookwood Advisors social media links?
Brookwood Advisors Linkedin page Brookwood Advisors Twitter page Brookwood Advisors Facebook page
Is Brookwood Advisors a public company?
Brookwood Advisors is private company therefore does not currently have an official ticker symbol
See more information about Brookwood Advisors

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