BROOKLYN FI, LLC

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

About BROOKLYN FI, LLC

BROOKLYN FI, LLC, formally registered with the SEC as BROOKLYN FI, LLC. The firm was established in 04/19/2021. They have over 1 offices throughout the country.

BROOKLYN FI, LLC is a Brooklyn, New York based Financial Planning firm with nearly $227,519,078 assets under management, offering retirement planning & investment advisory services to 1177 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292115
SEC#	801-120862
Assets Managed by Firm	$227,519,078
No. of Clients	1177
No. of Advisors	10

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1177	$227,519,078
Individuals (other than high net worth individuals)	187	$67,739,797
High net worth individuals	55	$159,779,281

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