RIA Intel›Advisers›New York›THINKING BIG FINANCIAL INC.

THINKING BIG FINANCIAL INC.

Advisory

N·BROOKLYN, NY

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM
$93M
1-Year AUM Growth
+19.8%
3-Year CAGR
+17.6%
Employees
2
Assets Under Management
Total AUM$93M
Discretionary AUM$93M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients91
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record7
First FilingFeb 16, 2022
Latest FilingFeb 16, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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