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Robert William Raimondo

BROOKWOOD INVESTMENT GROUP LLC·PHOENIX, Arizona
Clean recordBROOKWOOD INVESTMENT GROUP LLC
3930 E. RAY ROAD, PHOENIX, AZ 85044CRD# 4476842Firm CRD# 316544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert William Raimondo · PHOENIX, AZ
Registration
CRD #4476842 · BROOKWOOD INVESTMENT GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert William Raimondo is a registered financial advisor based in PHOENIX, Arizona, affiliated with BROOKWOOD INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BROOKWOOD INVESTMENT GROUP LLC
BROOKWOOD INVESTMENT GROUP
AUM
$689M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BROOKWOOD INVESTMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4476842
Firm CRD# 316544
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert William Raimondo offer?
Robert William Raimondo specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Robert William Raimondo's credentials?
Robert William Raimondo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Raimondo located?
Robert William Raimondo is based in PHOENIX, Arizona, working with BROOKWOOD INVESTMENT GROUP LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Robert William Raimondo charge for services?
Robert William Raimondo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROOKWOOD INVESTMENT GROUP LLC?
BROOKWOOD INVESTMENT GROUP LLC has approximately 18 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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