RIA Intel›Advisers›New York›BROOKLYN PLANS LLC

BROOKLYN PLANS LLC

Advisory

NY

Data as of Jul 21, 2026 · Source: SEC Form ADV

Rank in NY

#5,047

of 5,722 advisers by AUM

Average account

$95K

across 211 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ, NY, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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