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Northbrook Financial Planning LLC

● SEC registered since 2026CRD 309060SEC# 801-136522Baltimore, MD
Export (members)
Reg. AUM
$108.8M
Employees
8
Accounts
474
Location
Baltimore, MD

Northbrook Financial Planning LLC assets under management

Northbrook Financial Planning LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2026. It reports $108.8 million in regulatory assets under management and employs 8 people.

Northbrook Financial Planning LLC owners & executives

6 reported
NameTitleOwnershipSince
Elliot Jacob Pepper ControlChief Financial OfficerUnder 5%2020
Mdfp LLC ControlOwner50-75%2025
Michael John Delaney ControlChief Compliance Officer, And Chief Executive OfficerUnder 5%2020
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Frequently asked questions

How much does Northbrook Financial Planning LLC manage?

Northbrook Financial Planning LLC reports $108.8 million in regulatory assets under management on its Form ADV.

How many employees does Northbrook Financial Planning LLC have?

Northbrook Financial Planning LLC reports 8 employees.

Where is Northbrook Financial Planning LLC located?

Northbrook Financial Planning LLC is based in Baltimore, MD and has been SEC-registered since 2026.

Does Northbrook Financial Planning LLC disclose fund performance?

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

Contact & registration

Address1340 Smith Ave Ste 200, Baltimore, MD 21209
Phone410-941-9709
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.8M
Non-discretionary$0
Total (RAUM)$108.8M