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BREWSTER FINANCIAL PLANNING LLC
CRD 125291 · SEC 801-77668
641 PRESIDENT STREET, SUITE 106, BROOKLYN, NY, 11215, United States
Phone
646-249-9880
Fax
646-219-6423
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.7M
Discretionary AUM
$238.0M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.6M |
| High net worth individuals | 105 | $235.0M |
| Insurance companies | 1 | $175K |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD