Cassie Seungrim Kang
Investment adviser representative at Brookwood Investment Group
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Brookwood Investment Group LLCMay 2023 to now
- Brookwood Insurance Group, LLCApr 2023 to now
- Belpointe Asset Management, LLCJul 2018 to Jun 2023
- Krav Maga UnytedAug 2014 to Nov 2019
- Cambridge Investment Research Advisors, IncMar 2008 to Dec 2017
- Cambridge Investment Research, IncMar 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5018614
- Firm CRD
- 316544