Brooklyn Fi

EST. AUM
$563,098,081

CONTACTS
5

CLIENT ACCOUNTS
373

Firm Details

Metro area New York City
CRD Number 292115
Website brooklynfi.com
Client types

Overview

Brooklyn FI is a full-service financial planning, tax, and investment firm that focuses on helping tech professionals and creatives achieve financial independence. They offer personalized services, including investment management, stock options guidance, retirement planning, and business tax solutions. The firm emphasizes strategic, tax-efficient financial planning for individuals and businesses.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brooklyn Fi

Platform Details

Investment Preferences

Alternative Activity

Address

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