Brooklyn Fi, LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 292115
- Registered since
- April 19, 2021
- Website
- www.brooklynfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.74%
- Individuals37.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brooklyn Fi, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company owned by a domestic individual entity. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. Brooklyn Fi identifies as an active ESG investor and describes itself as a capital allocator; it also lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds91%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
2 of 2
Ally Ayers
Chief Executive OfficerCRD 7192030
John Owens
Chief Compliance OfficerCRD 7041108
Contacts
3 of 9
Crystal Kozlak
Associate Financial PlannerCRD 7935048
Eduard Zolotarev
Lead Financial PlannerCRD 6559331
Gage Legare
Associate Financial PlannerCRD 6928529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$472M in ETFs
97%
$458M
2%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $46.8M | 730,755 | 9.92% |
Location
Brooklynn, NY
Kings
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Kings
- Address
- 33 Nassau Ave
- Time zone
- ET (UTC-5)
- Office locations
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