Brooklyn Plans LLC
Brooklyn Plans LLC (CRD# 284104) is a financial advisory firm headquartered in Brooklyn, NY. They manage $13,385,470 in 149 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts149ACCOUNTS
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Average Account Value$89,835
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NJ, NY, PA, TX
Financial Advisors at Brooklyn Plans LLC
1
Kristen Euretig (CRD# 6654165) is an Investment Advisor Representative working at Brooklyn Plans LLC in Beacon, NY and has 1 year of experience in the finance industry.
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