AdFi
BI

Brookwood Investment Group

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
6 offices
Total Accounts
7129

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Leadership

Robert William Raimondo
CHIEF EXECUTIVE OFFICER
Kimberley Ann Raimondo
CHIEF COMPLIANCE OFFICER

Office locations

6 offices in 4 states
AZ
PhoenixHQ
CA
Beverly Hills
CA
Newport Beach
RI
Warick
AZ
Tempe
CO
Westminster

Advisors at this firm

69 advisors in the directory

Jonathan Leif Holljes
Investment Adviser Representative
Investment Adviser Representative
Terry Eugene Dupont
Investment Adviser Representative
Investment Adviser Representative
Murray I Woloshin
Investment Adviser Representative
Investment Adviser Representative
Steven Lester Schippel
Investment Adviser Representative
Investment Adviser Representative
Charles Edward Nash
Investment Adviser Representative
Investment Adviser Representative
James Barrie Hodge
Investment Adviser Representative
Investment Adviser Representative
Martin Aaron Shapiro
Investment Adviser Representative
Investment Adviser Representative
Sandra Lynn Crook
Investment Adviser Representative
Investment Adviser Representative
Philip Jeffrey Lee
Investment Adviser Representative
Investment Adviser Representative
Terry Glenn Robinson
Investment Adviser Representative
Investment Adviser Representative
Richard Sherman Rogers Jr
Investment Adviser Representative
Investment Adviser Representative
Jesse Marichalar Galindo Jr.
Investment Adviser Representative
Investment Adviser Representative
Barry L Metrokas-Kamison
Investment Adviser Representative
Investment Adviser Representative
Paul Henry Lefevre III
Investment Adviser Representative
Investment Adviser Representative
Stephen Anthony Callahan
Investment Adviser Representative
Investment Adviser Representative
Adam Leslie Klein
Investment Adviser Representative
Investment Adviser Representative
Paul Peter Salamon Jr
Investment Adviser Representative
Investment Adviser Representative
Thomas Edward Space
Investment Adviser Representative
Investment Adviser Representative
Bryan Dean Myers
Investment Adviser Representative
Investment Adviser Representative
Joann Marie North
Investment Adviser Representative
Investment Adviser Representative
Robert Travis Evans
Investment Adviser Representative
Investment Adviser Representative
Christopher Ryan Coolidge
Investment Adviser Representative
Investment Adviser Representative
Stacey Parnum
Investment Adviser Representative
Investment Adviser Representative
Stephen John Caruso
Investment Adviser Representative
Investment Adviser Representative
Charles Henry Trakas Jr
Investment Adviser Representative
Investment Adviser Representative
Joseph Edward Ward
Investment Adviser Representative
Investment Adviser Representative
Angelica Roxas
Investment Adviser Representative
Investment Adviser Representative
Carol Jeanette Pipitone
Investment Adviser Representative
Investment Adviser Representative
Carlos Q Ingram
Investment Adviser Representative
Investment Adviser Representative
John Calvin Gross III
Investment Adviser Representative
Investment Adviser Representative
Robert William Raimondo
Investment Adviser Representative
Investment Adviser Representative
Nicholas Adam Bour
Investment Adviser Representative
Investment Adviser Representative
Jason Warren Hedstrand
Investment Adviser Representative
Investment Adviser Representative
Daniel Robert Angelone
Investment Adviser Representative
Investment Adviser Representative
Casey Cason
Investment Adviser Representative
Investment Adviser Representative
Chris Chetwode Belchamber
Investment Adviser Representative
Investment Adviser Representative
Jeremy David Bryant
Investment Adviser Representative
Investment Adviser Representative
Gerald Philip Sheridan
Investment Adviser Representative
Investment Adviser Representative
Frank Charles Stama
Investment Adviser Representative
Investment Adviser Representative
Cassie Seungrim Kang
Investment Adviser Representative
Investment Adviser Representative
Peter Domenick Colicchia
Investment Adviser Representative
Investment Adviser Representative
John Kenneth Matthews
Investment Adviser Representative
Investment Adviser Representative
William H Anderson
Investment Adviser Representative
Investment Adviser Representative
Joanne Fay Brown
Investment Adviser Representative
Investment Adviser Representative
Rostam Kevon Atefi
Investment Adviser Representative
Investment Adviser Representative
Shawn Patrick Kilmurray
Investment Adviser Representative
Investment Adviser Representative
Zachary Yale Jones
Investment Adviser Representative
Investment Adviser Representative
Robin Lou Depies
Investment Adviser Representative
Investment Adviser Representative
Vincent Anthony Yackanin III
Investment Adviser Representative
Investment Adviser Representative
Tracy Lynn Cobb
Investment Adviser Representative
Investment Adviser Representative
Bryan Nicolaysen
Investment Adviser Representative
Investment Adviser Representative
David Douglas Swanson Jr
Investment Adviser Representative
Investment Adviser Representative
Peter Donald Thaldorf
Investment Adviser Representative
Investment Adviser Representative
Ali El Sayed
Investment Adviser Representative
Investment Adviser Representative
Andrew Jacob Keehn
Investment Adviser Representative
Investment Adviser Representative
Richard Gray Mowrer
Investment Adviser Representative
Investment Adviser Representative
Richard Marc Myer
Investment Adviser Representative
Investment Adviser Representative
Bansi Patel
Investment Adviser Representative
Investment Adviser Representative
Nicholas M Greenhouse
Investment Adviser Representative
Investment Adviser Representative
John Charles Wright
Investment Adviser Representative
Investment Adviser Representative
Jamilah McCluney
Investment Adviser Representative
Investment Adviser Representative
Otis Caleb Barnard
Investment Adviser Representative
Investment Adviser Representative
Ryan Wesley Herche
Investment Adviser Representative
Investment Adviser Representative
William Zev Goldman
Investment Adviser Representative
Investment Adviser Representative
Courtney Lashay Wiley Ingram
Investment Adviser Representative
Investment Adviser Representative
Thomas Michael Stoltman
Investment Adviser Representative
Investment Adviser Representative
Eldrick Hill
Investment Adviser Representative
Investment Adviser Representative
Darryl Amadio
Investment Adviser Representative
Investment Adviser Representative
David Earl Hendershott
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#316544
SEC Number
801-122508
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brookwood Investment Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brookwood Investment Group in Phoenix, AZ - Fees & Services