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- Custodian
- Altruist · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-12-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 127 clients, or 63.5 clients per representative. That equates to $856.4K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MICHAEL JOHN DELANEY II
Chief Compliance Officer, Chief Executive Officer, Director
- CRD
- #4838470
- Ownership
- Less than 5%
ELLIOT JACOB PEPPER
Chief Financial Officer, Director
- CRD
- #7249793
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,760,000 | $229,451 |
| Non-Discretionary | $0 | -- |
| Total | $108,760,000 | $229,451 |
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Separately Managed Accounts
SMA allocation detail is available
Northbrook Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.