$108.8M Total AUM
$108.8M Disc. AUM
-- 3Y CAGR
8 Employees
127 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak pathwayFrontier oak +more
- Established Date
- 05-11-2020
- Office Locations
- 1
Office Locations
1340 Smith AVE STE 200 Baltimore MD
About Northbrook Financial
Northbrook Financial is a fee-only advisory serving individuals and families with integrated financial planning, discretionary investment management, and tax compliance/planning. Portfolios emphasize asset allocation and risk management, primarily using ETFs and mutual funds. Operates on platforms including Schwab and Betterment, pairing planning and tax work to simplify clients’ financial lives.
Team overview
32 AVG AGE
$54.4M AVG AUM / ADVISOR
$856.4K AVG AUM / CLIENT
6.1 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Zenith Atlas Vector beacon
Client Personas
Value horizon
Custodian
Optima Timber Horizon crest Eagle foundation Quantum Vital Vital Atlas
Investment Themes
Unison oak Oak Element
Investment Vehicles
Oak legacy
Platform
Atlas wave
Services
Horizon Pathway Pioneer harbor Value glacier Summit Zenith ridge Ridge Frontier oak
Technology
Oak harbor Legacy Signal foundation
Owner & Executives
MICHAEL JOHN DELANEY II
Chief Compliance Officer, Director
- CRD
- #4838470
- Ownership
- Less than 5%
(724) 575-6090
bridge.fusion@vertexcapital.com
in linkedin.com/in/optima-value
Showing 1 of 1 owners & executives
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ELLIOT JACOB PEPPER
Director
- CRD
- #7249793
(235) 800-9461
momentum.wave@catalystcapital.com
in linkedin.com/in/insight-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,760,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,760,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,760,000
Equity - Exchange:
29.0% Public Funds:
15.0% Cash:
38.8% U.S. Government/Agency:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,170,789,816 | 29.0% |
| Public Funds | $1,122,822,318 | 15.0% |
| Cash | $2,904,367,064 | 38.8% |
| U.S. Government/Agency | $1,287,502,925 | 17.2% |
| Total | $7,485,482,123 | 100.0% |