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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- ValueDelta +more
- Established Date
- 08-07-2021
- Office Locations
- 1
Office Locations
About Boerum Hill Financial Advisors LLC
Boerum Hill Financial Advisors is a Brooklyn-based fiduciary RIA providing integrated financial planning, retirement income planning, and tax-aware investment guidance. Portfolios emphasize disciplined asset allocation, diversification, and ongoing rebalancing rather than stock picking or market timing, with access to institutional managers such as Dimensional Fund Advisors. The firm uses Asset-Map to bring income, assets, debts, and goals into one clear picture.
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Owner & Executives
Jonathan Peter Elks
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6816198
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,384,647 | $250,728 |
| Non-Discretionary | $0 | -- |
| Total | $46,384,647 | $250,728 |
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Separately Managed Accounts
Total SMA Asset: $46,384,647
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,622,395,483 | 31.2% |
| U.S. Government/Agency | $1,752,395,121 | 33.7% |
| Public Funds | $379,598,943 | 7.3% |
| Cash | $1,445,595,976 | 27.8% |
| Total | $5,199,985,523 | 100.0% |