Brooklyn Plans LLC

Brooklyn Plans LLC (CRD# 284104) is a financial advisory firm headquartered in Brooklyn, NY. They manage $13,385,470 in 149 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
41 Schermerhorn Street, #1091, Brooklyn, NY 11201
http://www.twitter.com/brooklynplans
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $89,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ, NY, PA, TX

Financial Advisors at Brooklyn Plans LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kristen Euretig, financial advisor Beacon NY
Kristen M. Euretig
CRD#: 6654165
Beacon, NY

Kristen Euretig (CRD# 6654165) is an Investment Advisor Representative working at Brooklyn Plans LLC in Beacon, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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