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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-13-2019
- Office Locations
- 2
Office Locations
About Thinking BIG Financial
Thinking Big Financial is a Brooklyn-based RIA providing holistic financial planning and investment management for everyday households, with a specialty serving LGBTQ+ individuals and families. Led by former Wall Street professional Jim Marrocco, the firm pairs disciplined portfolio construction and asset allocation with guidance on life transitions, protection planning, taxes, and estate considerations in an explicitly welcoming environment. Custody includes Altruist.
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Asset Classes
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
James J Marrocco JR
Chief Compliance Officer, Owner
- CRD
- #5472578
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brandon Joseph Tacconelli
--
- CRD
- #7911259
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,028,025 | $235,514 |
| Non-Discretionary | $0 | -- |
| Total | $93,028,025 | $235,514 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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