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| Northbrook Financial Planning LLC
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|
|---|---|
| CRD # | 309060 |
| SEC # | 801-136522 |
| CIK # | |
| AUM | $108.8 M (2026-06-25) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 410-941-9709 |
| Address | 1340 Smith Ave Ste 200 Baltimore, MD 21209 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 54.1 |
| (b) Individuals (high net worth individuals) | 24 | 54.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 474 | 108.8 |
| By Discretionary | ||
| Discretionary | 474 | 108.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 474 | 108.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.8 | |
| Total | 474 | 108.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advanced Wealth Management LLC
✚
|
FL | 0.1 |
|
One Oak Holdings LLC
✚
|
0.1 | |
|
Visionx Wealth Partners
✚
|
IA | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 0.1 |
|
Veraz Advisors LLC
✚
|
CA | 0.1 |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Asset Management Services Inc
✚
|
0.1 | |
|
Nye Wealth Management LLC
✚
|
OH | 0.1 |
|
XPS Capital LLC
✚
|
VA | 0.1 |