NORTHBROOK FINANCIAL

NORTHBROOK FINANCIAL PLANNING LLC

CRD 309060 · SEC 801-136522

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1340 SMITH AVE STE 200, BALTIMORE, MD, 21209, United States

Phone

410-941-9709

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$108.8M

Discretionary AUM

$108.8M

Team

8 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsPORTFOLIO MANAGEMENT ON HELD AWAY ASSETS, ESTATE PLANNING, COLLEGE SAVINGS AND FUNDING, RETIREMENT INCOME PLANNING, TAX PLANNING

Client types

Type	Clients	AUM
Individuals	103	$54.1M
High net worth individuals	24	$54.4M

All web addresses on file

https://www.linkedin.com/in/elliot-pepper-cpa-cfp%C2%AE-mst-52893b20/
https://www.linkedin.com/company/northbrook-financial/
https://www.northbrookfinancial.com/
https://www.instagram.com/northbrook_financial_llc/

Official SEC filing: View on IAPD