ria
Brookwood Investment Group
PHOENIX, AZ
CRD: 316544
In network coverage since August 19, 2026 · 2 stories
$1.3BRegulatory AUMSEC Form ADV · Oct 24
24EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 24
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The Close
63% of RIAs use AI; one in ten has fully integrated it into strategy
Panelists at RIA Edge Orange County pointed to ownership, governance and workflow design as the constraints on getting value from the tools.