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Philip Jeffrey Brooks

REDWOOD FAMILY WEALTH LLC·ADDISON, Texas
Unclaimed Profile
15455 DALLAS PKWY, ADDISON, TX 75001CRD# 835586Firm CRD# 334013
01

About

Philip Jeffrey Brooks is a registered financial advisor based in ADDISON, Texas, affiliated with REDWOOD FAMILY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REDWOOD FAMILY WEALTH LLC
REDWOOD FAMILY WEALTH LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REDWOOD FAMILY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 835586
Firm CRD# 334013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Jeffrey Brooks offer?
Philip Jeffrey Brooks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ADDISON, Texas for a consultation.
What are Philip Jeffrey Brooks's credentials?
Philip Jeffrey Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Jeffrey Brooks located?
Philip Jeffrey Brooks is based in ADDISON, Texas, working with REDWOOD FAMILY WEALTH LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Philip Jeffrey Brooks charge for services?
Philip Jeffrey Brooks's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDWOOD FAMILY WEALTH LLC?
REDWOOD FAMILY WEALTH LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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