Brooklyn Plans LLC
RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$94.9K
Accounts
211
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284104
- Website
- www.brooklynplans.org
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.06%
- HNWI30.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brooklyn Plans LLC is an independent, owner-operated limited liability company that provides advisory services to individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-assets, hourly, and fixed-fee arrangements. The adviser is not designated as a capital allocator, does not market itself as an active ESG investor, and is not set up as a multi-state or pension-focused consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities14%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Kristen Euretig
FounderCRD 6654165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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