Rostam
Atefi
Brookwood Investment Group
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About this Advisor
Rostam Atefi is a financial advisor based in Phoenix, Arizona, working with Brookwood Investment Group. Rostam has previously held positions at Lincoln Financial Advisors, Belpointe Asset Management, LLC, Belpointe Insurance, LLC, Brookwood Investment Group LLC, and Brookwood Insurance Group LLC. Rostam has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Rostam is part of Brookwood Investment Group, which operates out of Phoenix, Arizona. The firm has 4 offices and 18 employees. The firm manages assets totaling $689.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brookwood Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brookwood Investment Group Brokerage Details
$689,082,702
18
2,250
$306,259
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rostam Atefi Work History
Brookwood Investment Group LLC
Brookwood Insurance Group LLC
Belpointe Asset Management, LLC
Belpointe Insurance, LLC
Lincoln Financial Advisors
Disclosures
Please visit the SEC profile of Rostam Atefi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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