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Bank / Wealth / TrustRIA · CRD 292115SEC-Registered

Updated:

Brooklyn Fi

Brooklyn Fi was founded in 2017 as a US wealth manager and registered investment advisor. It focuses on advisory services for individuals and high-net-worth...

Overview

Brooklyn Fi was founded in 2017 as a US wealth manager and registered investment advisor. It focuses on advisory services for individuals and high-net-worth clients. The firm offers investment management, financial planning, and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. No co-investments, fund commitments, or external partnerships are documented. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. Governance and ownership structure follow standard RIA requirements with no further public differentiation noted.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

North America

Country

United States

City

Brooklyn

Corporate office

Brooklyn, United States

Sector focus

Wealth Management

Frequently asked questions

What services does Brooklyn Fi provide?

The firm supplies investment management, financial planning, and portfolio management to individuals and high-net-worth clients.

When was Brooklyn Fi established?

Brooklyn Fi began operations in 2017.

Where is Brooklyn Fi located?

The firm is headquartered in Brooklyn, United States.

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