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BREWSTER FINANCIAL PLANNING LLC
641 President Street
Suite 106
Brooklyn, New York 11215
Tel: 646-249-9880
About BREWSTER FINANCIAL PLANNING LLC
BREWSTER FINANCIAL PLANNING LLC, formally registered with the SEC as BREWSTER FINANCIAL PLANNING LLC. The firm was established in 02/27/2013. They have over 1 offices throughout the country.
BREWSTER FINANCIAL PLANNING LLC is a Brooklyn, New York based Financial Planning firm with nearly $175,897,203 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125291 |
| SEC# | 801-77668 |
| Assets Managed by Firm | $175,897,203 |
| No. of Clients | 597 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 597 | $175,897,203 |
| Individuals (other than high net worth individuals) | 22 | $11,844,613 |
| High net worth individuals | 93 | $163,765,946 |
| Pension and profit sharing plans | 1 | $142,470 |
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