Overview
Assets Under Management: $93 million
Headquarters: BROOKLYN, NY
High-Net-Worth Clients: 33
Average Client Assets: $1.7 million
Frequently Asked Questions
THINKING BIG FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287476), THINKING BIG FINANCIAL is subject to fiduciary duty under federal law.
THINKING BIG FINANCIAL is headquartered in BROOKLYN, NY.
THINKING BIG FINANCIAL serves 33 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, THINKING BIG FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
THINKING BIG FINANCIAL manages $93 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, THINKING BIG FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.23%
Average Client Assets: $1.7 million
Total Client Accounts: 395
Discretionary Accounts: 395
Regulatory Filings
CRD Number: 287476
Filing ID: 2050491
Last Filing Date: 2026-02-16 12:27:51