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NORTHBROOK FINANCIAL
BALTIMORE, MD
410-941-9709
SEC #801-136522Total AUM
$108.8M
Employees
8Clients
128Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1340 SMITH AVE STE 200
BALTIMORE
MD 21209
United States
BALTIMORE
MD 21209
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
410-941-9709
Financials
Total AUM
$108.8M
Accounts
474Discretionary
$108.8M
Accounts
474Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
103AUM
$54.1M
HNW Individual Clients
24AUM
$54.4M
Pension/Profit Sharing Plan Clients
1AUM
$320K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MANAGEMENT ON HELD AWAY ASSETS, ESTATE PLANNING, COLLEGE SAVINGS AND FUNDING, RETIREMENT INCOME PLANNING, TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMAMDNJNYVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.