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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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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