SPIELBERGER & BROOKS, INC.

7600 Jericho Turnpike
Suite 305
Woodbury, New York 11797
Tel: 516-433-3100

About SPIELBERGER & BROOKS, INC.

SPIELBERGER & BROOKS, INC, formally registered with the SEC as SPIELBERGER & BROOKS, INC. The firm was established in 05/15/2008. They have over 1 offices throughout the country.

SPIELBERGER & BROOKS, INC. is a Woodbury, New York based Financial Planning firm with nearly $390,153,673 assets under management, offering retirement planning & investment advisory services to 248 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147197
SEC#	801-69153
Assets Managed by Firm	$390,153,673
No. of Clients	248
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	248	$390,153,673
Individuals (other than high net worth individuals)	83	$9,580,512
High net worth individuals	161	$371,696,482
Pension and profit sharing plans	4	$8,876,679

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