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Building 2BREWSTER FINANCIAL PLANNING LLC

Map pinBROOKLYN, NY
Phone646-249-9880
NotebookSEC #801-77668
Total AUM
$239.7M
Employees
3
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
641 PRESIDENT STREET
SUITE 106
BROOKLYN
NY 11215
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
646-249-9880

ReceiptFinancials

Total AUM
$239.7M
Accounts
632
Discretionary
$238M
Accounts
627
Non-Discretionary
$1.7M
Accounts
5

ContactClients

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Individual Clients
13
AUM
$4.6M
HNW Individual Clients
105
AUM
$235M
Insurance Company Clients
1
AUM
$174.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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