BREWSTER FINANCIAL PLANNING LLC
Adviser information for BREWSTER FINANCIAL PLANNING LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 596 | $175.6M |
Non-Discretionary | 1 | $333,874 |
Total | 597 | $175.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 22 | $11.8M |
HNW Individuals | 93 | $163.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $142,470 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $144,174 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 5 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
641 PRESIDENT STREETSUITE 106
BROOKLYN
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 646-249-9880, Fax: 646-219-6423
Websites
Chief Compliance Officer
CHARLES BREWSTER
MANAGING MEMBER
641 PRESIDENT STREET
SUITE 106
BROOKLYN
NY
United States
Tel:
646-249-9880
Fax:
646-219-6423
S****@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BREWSTER, CHARLES, ERSKINE SCOTT | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 04/2001 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 246K | 604 | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1M | 37K | – |
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 662K | 26K | – |
ISHARES TR | COHEN STEER REIT | 8M | 144K | – |
ISHARES TR | ESG AW MSCI EAFE | 403K | 5K | – |
ISHARES TR | ESG AWARE MSCI | 378K | 10K | – |
ISHARES TR | ESG AWR MSCI USA | 644K | 5K | – |
ISHARES TR | ESG AWR US AGRGT | 1M | 24K | – |
ISHARES TR | MSCI EAFE ETF | 23M | 291K | – |
ISHARES TR | RUS 1000 ETF | 37M | 124K | – |
ISHARES TR | RUSSELL 2000 ETF | 14M | 71K | – |
ISHARES TR | SHRT NAT MUN ETF | 201K | 2K | – |
SPDR SER TR | PORTFOLI S&P1500 | 302K | 5K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 16M | 210K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 14M | 182K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 202K | 756 | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 868K | 15K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 293K | 6K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 472K | 9K | – |