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Multi-Family OfficeRIA · CRD 143111State-Registered Investment Adviser

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Black Brook Financial Planning

BLACK BROOK FINANCIAL PLANNING is a state-registered investment adviser with $39 million in regulatory assets under management. The firm manages $38 million...

Overview

BLACK BROOK FINANCIAL PLANNING is a state-registered investment adviser with $39 million in regulatory assets under management. The firm manages $38 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Sector focus

Wealth ManagementFinancial PlanningPrivate Client Services

Frequently asked questions

Who runs investment decisions at Black Brook Financial Planning?

No principal names are publicly confirmed for Black Brook Financial Planning. The firm is registered as an RIA, meaning investment decisions are made by registered investment advisers who act as fiduciaries.

Which sectors does Black Brook Financial Planning explicitly avoid?

No sector exclusions are publicly disclosed. As a financial planning firm, it probably takes a diversified approach without sector-specific avoidance mandates.

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