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THINKING BIG FINANCIAL

THINKING BIG FINANCIAL INC.

CRD 287476 · SEC 801-123485

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355 COURT STREET, 2ND FLOOR, BROOKLYN, NY, 11231, United States

Phone

(973) 224-1145

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$93.0M

Discretionary AUM

$93.0M

Team

2 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Fixed fees; FEES BASED ON CLIENT INCOME & NET WORTH

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals60$37.7M
High net worth individuals33$55.1M

States served

CA, NJ, NY, TX

All web addresses on file

Official SEC filing: View on IAPD