BROOKLYN FI, LLC

Tel: 718-690-3600 33 Nassau Ave Brooklyn, New York 11222

About BROOKLYN FI, LLC

BROOKLYN FI, LLC is a Brooklyn, New York based financial advisory firm with nearly $227,519,078 in assets under management and provides investment advisory services for 1177 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

292115

Firm SEC#:

801-120862

Assets Under Management:

$227,519,078

No. of Clients:

1177

No. of Advisors:

Employees Providing Investment Advice:

SEC Registration Status:

Approved since Apr 19, 2021

Website:

facebook.com/BrooklynFI

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Clients by Type

Client Type	Clients	Assets Under Management
Individuals (other than high net worth)	187	$67,739,797
High net worth individuals	55	$159,779,281

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