HOLLOW BROOK WEALTH MANAGEMENT LLC

152 Bedford Road
Katonah, New York 10536
Tel: 212-364-1848

About HOLLOW BROOK WEALTH MANAGEMENT LLC

HOLLOW BROOK WEALTH MANAGEMENT LLC, formally registered with the SEC as HOLLOW BROOK WEALTH MANAGEMENT LLC. The firm was established in 01/08/2008. They have over 4 offices throughout the country.

HOLLOW BROOK WEALTH MANAGEMENT LLC is a Katonah, New York based Financial Planning firm with nearly $1,048,780,026 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145521
SEC#	801-68599
Assets Managed by Firm	$1,048,780,026
No. of Clients	456
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$1,048,780,026
Individuals (other than high net worth individuals)	69	$11,804,493
High net worth individuals	355	$950,466,977
Charitable organizations	16	$31,487,565
Corporations or other businesses	16	$55,020,991

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
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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