Brewster Financial Planning LLC
● SEC registered since 2013CRD 125291SEC# 801-77668Brooklyn, NY
Reg. AUM
$239.7M
Employees
3
Accounts
632
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 $239.7 million in regulatory assets under management and employs 3 people.
Brewster Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Erskine Scott Brewster Control | Managing Member, Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Brewster Financial Planning LLC manage?
Brewster Financial Planning LLC reports $239.7 million in regulatory assets under management on its Form ADV.
How many employees does Brewster Financial Planning LLC have?
Brewster Financial Planning LLC reports 3 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
| Address | 641 President Street, Suite 106, Brooklyn, NY 11215 |
| Phone | 646-249-9880 |
| Fax | 646-219-6423 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$239.7Mregulatory AUM
Discretionary $238MNon-discretionary $1.7M