Thinking Big Financial Inc.
● SEC registered since 2022CRD 287476SEC# 801-123485Brooklyn, NY
Reg. AUM
$93M
Employees
2
Accounts
395
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 $93 million in regulatory assets under management and employs 2 people.
Thinking Big Financial Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James J Marrocco Control | Shareholder And Cco | Over 75% | 2017 |
Frequently asked questions
How much does Thinking Big Financial Inc. manage?
Thinking Big Financial Inc. reports $93 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
| Address | 355 Court Street, 2nd Floor, Brooklyn, NY 11231 |
| Phone | (973) 224-1145 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$93Mregulatory AUM
Discretionary $93M