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Thinking Big Financial Inc.

● SEC registered since 2022CRD 287476SEC# 801-123485Brooklyn, NY
Export (members)
Reg. AUM
$74.5M
Employees
2
Accounts
333
Location
Brooklyn, NY

Thinking Big Financial Inc. assets under management

Thinking Big Financial Inc. is an SEC-registered investment adviser based in Brooklyn, NY. The firm has been registered since 2022. It reports $74.5 million in regulatory assets under management and employs 2 people.
www.instagram.com/thinkingbigfinancialView on SEC.gov ↗

Thinking Big Financial Inc. owners & executives

1 reported
NameTitleOwnershipSince
James J Marrocco ControlShareholder And CcoOver 75%2017

Frequently asked questions

How much does Thinking Big Financial Inc. manage?

Thinking Big Financial Inc. reports $74.5 million in regulatory assets under management on its Form ADV.

How many employees does Thinking Big Financial Inc. have?

Thinking Big Financial Inc. reports 2 employees.

Where is Thinking Big Financial Inc. located?

Thinking Big Financial Inc. is based in Brooklyn, NY and has been SEC-registered since 2022.

Does Thinking Big Financial Inc. disclose fund performance?

Thinking Big Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address355 Court Street, 2nd Floor, Brooklyn, NY 11231
Phone(973) 224-1145
Office hours9:00 a.m. To 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$74.5M
Non-discretionary$0
Total (RAUM)$74.5M