B
CRD: 143111
Black Brook Financial Planning
Gorham, ME
2076712552
$39.4M Total AUM
$37.8M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-2007
- Office Locations
- 1
Office Locations
-- Gorham ME
About Black Brook Financial Planning
Black Brook Financial Planning is a Gorham-based RIA. The firm has been operating for 18 years. Managing $39.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
55 AVG AGE
$39.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Investment Themes
Zenith
Investment Vehicles
Vector
Services
Foundation atlas Momentum
Owner & Executives
T
THOMAS B BIEGEL
Chief Financial Officer, Controller, Owner
- CRD
- #5291049
- Ownership
- 75% or more
(860) 637-5513
fusion.beacon@fusioncapital.com
in linkedin.com/in/alpha-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,831,000 | -- |
| Non-Discretionary | $1,563,000 | -- |
| Total | $39,394,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,394,000
Other:
9.2% Equity - OTC:
10.2% Cash:
13.8% Equity - Exchange:
4.9% Public Funds:
22.5% Corporate - Investment Grade:
18.4% U.S. Government/Agency:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $482,525,115 | 9.2% |
| Equity - OTC | $534,973,497 | 10.2% |
| Cash | $723,787,672 | 13.8% |
| Equity - Exchange | $256,997,072 | 4.9% |
| Public Funds | $1,180,088,596 | 22.5% |
| Corporate - Investment Grade | $965,050,229 | 18.4% |
| U.S. Government/Agency | $1,101,416,022 | 21.0% |
| Total | $5,244,838,203 | 100.0% |