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Building 2THINKING BIG FINANCIAL

Map pinBROOKLYN, NY
Phone(973) 224-1145
NotebookSEC #801-123485
Total AUM
$93M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
355 COURT STREET
2ND FLOOR
BROOKLYN
NY 11231
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
(973) 224-1145
Other Offices
1

ReceiptFinancials

Total AUM
$93M
Accounts
395
Discretionary
$93M
Accounts
395
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$37.7M
HNW Individual Clients
33
AUM
$55.1M
Corporation or Business Clients
1
AUM
$258.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
FEES BASED ON CLIENT INCOME & NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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