$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
3 Employees
236 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Etrade · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Pioneer bridgeMatrix
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
-- Beacon NY
About Brooklyn Plans LLC
Brooklyn Plans LLC is a CFP-led RIA serving retail clients with holistic financial planning and investment management, including tax and estate planning coordination, insurance and 529 planning, and business succession support. Portfolios emphasize asset allocation and active management with a strong ETF tilt, and the firm’s custody relationships include Fidelity/NFS.
Team overview
41 AVG AGE
$6.7M AVG AUM / ADVISOR
$84.8K AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Zenith Meridian harbor Frontier
Custodian
Harbor capital Prime element Capital value Vertex
Investment Themes
Unison fusion Optima harbor Vital
Investment Vehicles
Meridian quantum
Services
North meridian Legacy alpha Frontier vector Pathway prime Summit Summit Pathway timber Matrix catalyst
Technology
Momentum Pioneer ember
Owner & Executives
Kristen Marie Euretig
Certified Financial Planner, Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6654165
- Ownership
- 75% or more
(361) 218-2933
insight.pathway@elementcapital.com
in linkedin.com/in/insight-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,019,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,019,754 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,019,754
Public Funds:
17.0% Equity - Exchange:
14.5% Cash:
45.9% Corporate - Investment Grade:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,046,364,760 | 17.0% |
| Equity - Exchange | $892,487,589 | 14.5% |
| Cash | $2,825,184,852 | 45.9% |
| Corporate - Investment Grade | $1,391,049,622 | 22.6% |
| Total | $6,155,086,823 | 100.0% |