|
⚲
|
| Keyboard |
| Brewster Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 125291 |
| SEC # | 801-77668 |
| CIK # | 0001898145 |
| AUM | 239.7 M (2026-03-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 646-249-9880 |
| Address | 641 President Street Brooklyn, NY 11215 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Loews Corp | 0.5 | ||
| Marathon Petroleum Corp | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Chevron Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.6 |
| (b) Individuals (high net worth individuals) | 105 | 235.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 239.7 |
| By Discretionary | ||
| Discretionary | 627 | 238.0 |
| Non-Discretionary | 5 | 1.7 |
| Total | 632 | 239.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 238.9 | |
| Total | 632 | 239.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001898145] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Allied Portfolio Management Inc
✚
|
AZ | 240.2 M |
|
Legend Capital Advisors LLC
✚
|
240.2 M | |
|
Jennings & Associates Financial Advisors LLC
✚
|
KY | 240.1 M |
|
True Wealth Advisory Group LLC
✚
|
FL | 240.1 M |
|
IFS Group LLC
✚
|
PA | 240.0 M |
|
Loyola Asset Management LLC
✚
|
FL | 239.9 M |
|
Marest Capital LLC
✚
|
CA | 239.8 M |
|
SWP Financial LLC
✚
|
CA | 239.4 M |
|
E6 Portfolios
✚
|
UT | 239.4 M |
|
Brian Low Financial Group LLC
✚
|
LA | 239.3 M |