PPrivate Fund Data Log in Join · $37/mo

Brewster Financial Planning LLC

● SEC registered since 2013CRD 125291SEC# 801-77668Brooklyn, NY
Export (members)
Reg. AUM
$204.6M
Employees
4
Accounts
612
Location
Brooklyn, NY

Brewster Financial Planning LLC assets under management

Brewster Financial Planning LLC is a registered investment adviser overseen by the SEC based in Brooklyn, NY. The firm has been registered since 2013. It reports $204.6 million in regulatory assets under management and employs 4 people.
www.brewsterfp.comView on SEC.gov ↗

Brewster Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Erskine Scott Brewster ControlManaging Member, Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Brewster Financial Planning LLC manage?

Brewster Financial Planning LLC reports $204.6 million in regulatory assets under management on its Form ADV.

How many employees does Brewster Financial Planning LLC have?

Brewster Financial Planning LLC reports 4 employees.

Where is Brewster Financial Planning LLC located?

Brewster Financial Planning LLC is based in Brooklyn, NY and has been SEC-registered since 2013.

Does Brewster Financial Planning LLC disclose fund performance?

Brewster Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address641 President Street, Suite 106, Brooklyn, NY 11215
Phone646-249-9880
Fax646-219-6423
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.5M
Non-discretionary$3.1M
Total (RAUM)$204.6M