BREWSTER FINANCIAL PLANNING LLC
CRD #125291 SEC #801-77668 BROOKLYN, NY 646-249-9880
SEC Registered
Total AUM
$204.6M
Discretionary
$201.5M
Employees
4
Clients
51
Accounts
612
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $204.6M | $201.5M | $3.1M | 4 | 3 |
| May 2025 | $204.6M | $201.5M | $3.1M | 4 | 3 |
| Mar 2025 | $204.6M | $201.5M | $3.1M | 4 | 3 |
| Aug 2024 | $175.9M | $175.6M | $333.9K | 4 | 2 |
| Feb 2024 | $175.9M | $175.6M | $333.9K | 4 | 2 |
| Mar 2023 | $151.3M | $150.9M | $333.9K | 4 | 2 |
| Mar 2022 | $176.4M | $176.1M | $333.9K | 4 | 5 |
| Mar 2021 | $150.2M | $150M | $221.7K | 4 | 5 |
| Mar 2021 | $150.2M | $150M | $221.7K | 4 | 5 |
| Jun 2020 | $126.7M | $126.5M | $221.7K | 4 | 9 |
| Mar 2020 | $126.7M | $126.5M | $221.7K | 4 | 9 |
| Mar 2019 | $99.2M | $99M | $221.7K | 4 | 12 |
| Mar 2018 | $100.4M | $100.2M | $167K | 4 | 11 |
| Mar 2018 | $100.4M | $100.2M | $167K | 4 | 11 |
| Mar 2017 | $86.5M | $84.7M | $1.8M | 4 | 26 |
| Feb 2016 | $73.4M | $71.9M | $1.5M | 4 | 26 |
| May 2015 | $59.8M | $59.7M | $106.5K | 4 | 26 |
| Mar 2015 | $59.8M | $59.7M | $106.5K | 4 | 26 |
| Mar 2014 | $49.3M | $49.2M | $106.5K | 4 | 26 |
| Jan 2014 | $36.3M | $36.2M | $77.8K | 3 | 26 |
| Feb 2013 | $36.3M | $36.2M | $77.8K | 3 | 26 |
| Feb 2013 | $36.3M | $36.2M | $77.8K | 3 | 26 |
DateSep 2025
Total AUM$204.6M
Discretionary$201.5M
Non-Disc.$3.1M
Employees4
Clients3
DateMay 2025
Total AUM$204.6M
Discretionary$201.5M
Non-Disc.$3.1M
Employees4
Clients3
DateMar 2025
Total AUM$204.6M
Discretionary$201.5M
Non-Disc.$3.1M
Employees4
Clients3
DateAug 2024
Total AUM$175.9M
Discretionary$175.6M
Non-Disc.$333.9K
Employees4
Clients2
DateFeb 2024
Total AUM$175.9M
Discretionary$175.6M
Non-Disc.$333.9K
Employees4
Clients2
DateMar 2023
Total AUM$151.3M
Discretionary$150.9M
Non-Disc.$333.9K
Employees4
Clients2
DateMar 2022
Total AUM$176.4M
Discretionary$176.1M
Non-Disc.$333.9K
Employees4
Clients5
DateMar 2021
Total AUM$150.2M
Discretionary$150M
Non-Disc.$221.7K
Employees4
Clients5
DateMar 2021
Total AUM$150.2M
Discretionary$150M
Non-Disc.$221.7K
Employees4
Clients5
DateJun 2020
Total AUM$126.7M
Discretionary$126.5M
Non-Disc.$221.7K
Employees4
Clients9
DateMar 2020
Total AUM$126.7M
Discretionary$126.5M
Non-Disc.$221.7K
Employees4
Clients9
DateMar 2019
Total AUM$99.2M
Discretionary$99M
Non-Disc.$221.7K
Employees4
Clients12
DateMar 2018
Total AUM$100.4M
Discretionary$100.2M
Non-Disc.$167K
Employees4
Clients11
DateMar 2018
Total AUM$100.4M
Discretionary$100.2M
Non-Disc.$167K
Employees4
Clients11
DateMar 2017
Total AUM$86.5M
Discretionary$84.7M
Non-Disc.$1.8M
Employees4
Clients26
DateFeb 2016
Total AUM$73.4M
Discretionary$71.9M
Non-Disc.$1.5M
Employees4
Clients26
DateMay 2015
Total AUM$59.8M
Discretionary$59.7M
Non-Disc.$106.5K
Employees4
Clients26
DateMar 2015
Total AUM$59.8M
Discretionary$59.7M
Non-Disc.$106.5K
Employees4
Clients26
DateMar 2014
Total AUM$49.3M
Discretionary$49.2M
Non-Disc.$106.5K
Employees4
Clients26
DateJan 2014
Total AUM$36.3M
Discretionary$36.2M
Non-Disc.$77.8K
Employees3
Clients26
DateFeb 2013
Total AUM$36.3M
Discretionary$36.2M
Non-Disc.$77.8K
Employees3
Clients26
DateFeb 2013
Total AUM$36.3M
Discretionary$36.2M
Non-Disc.$77.8K
Employees3
Clients26