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THINKING BIG FINANCIAL

BROOKLYN, NY · CRD 287476 · IAPD ↗ · (973) 224-1145

$93.0MRegulatory AUM
2Advisory reps
2Employees
5Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2025 — THINKING BIG FINANCIAL moved its main office from NEW YORK, NY to BROOKLYN, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
November 2024 — THINKING BIG FINANCIAL now reports custody of client assets ($18.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
June 2024 — THINKING BIG FINANCIAL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — THINKING BIG FINANCIAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.