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 organized as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Brooklyn Fi does not present itself as an active ESG investor and lists an accounting firm affiliation among its industry relationships.
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 2Ally Ayers
Chief Executive OfficerCRD 7192030
John Owens
Chief Compliance OfficerCRD 7041108
Contacts
3 of 8Crystal 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
Similar firms
EQUINUM, LLC
RIABrooklynn, NY
SQUARE WAVE CAPITAL
RIABrooklynn, NY
VOLT INVESTMENT HOLDINGS LLC
RIABrooklynn, NY
MARIDEA WEALTH MANAGEMENT
RIABrooklynn, NY
GENERAL EQUITY HOLDINGS LP
RIABrooklynn, NY
STROBE VENTURES
RIABrooklynn, NY