Brooklyn Fi, LLC
Firm details
- Headquarters
- Brooklyn, 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 that opened its SEC registration 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, pension consulting support, selection of other advisers, and educational seminars and workshops. Its fee arrangements include a percentage-of-AUM model plus the ability to charge hourly and fixed fees. Brooklyn Fi identifies as an active ESG investor and lists an accountant among its industry affiliations.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$622M in ETFs
97%
$604M
2%
$18M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $63.5M | 896,225 | 10.20% |
Location
Brooklyn, NY
Kings
Location
Brooklyn, NY
Headquartered in Brooklyn, 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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