BROOKWOOD FINANCIAL SERVICES

BROOKWOOD FINANCIAL SERVICES of OSCODA, MI is an SEC-registered investment adviser (CRD 329624). Regulatory assets under management: $266K.

Registration

• CRD: 329624
• Type: Registered investment adviser
• Location: 4720 F 41, OSCODA, MI, 48750
• Phone: 989-820-0046
• Latest filing: 2026-03-02
• Regulatory AUM: $266K
• Discretionary AUM: $14K
• Non-discretionary AUM: $252K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329624 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search