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BROOKLYN FI, LLC
CRD 292115 · SEC 801-120862
33 NASSAU AVE, BROOKLYN, NY, 11222, United States
Phone
(332) 296-1660
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$563.1M
Discretionary AUM
$563.1M
Team
10 total employees; 10 advisory reps; 76 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 302 | $209.8M |
| High net worth individuals | 71 | $353.3M |
States served
CA, CO, GA, IL, LA, MA, MI, MN, MT, NJ, NY, NC, OH, PA, VA, TX, NH, FL
All web addresses on file
- https://www.youtube.com/channel/UCPUCJFV5WYJYFq47jM6dsXA
- https://twitter.com/brooklyn_fi?lang=en
- https://www.facebook.com/BrooklynFI/
- HTTPS://WWW.BROOKLYNFI.COM/
- https://www.instagram.com/brooklyn_f.i/
- https://www.linkedin.com/company/brooklyn-fi
- https://www.yelp.com/biz/brooklyn-fi-brooklyn-2
- http://www.ajayers.com/
Official SEC filing: View on IAPD