← Tributary

BOERUM HILL FINANCIAL ADVISORS LLC

BROOKLYN, NY · CRD 288987 · IAPD ↗ · (516) 695-1610

$46.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — BOERUM HILL FINANCIAL ADVISORS LLC reported RAUM up 25% ($37.0M -> $46.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — BOERUM HILL FINANCIAL ADVISORS LLC reported RAUM up 31% ($28.3M -> $37.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — BOERUM HILL FINANCIAL ADVISORS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
June 2024 — BOERUM HILL FINANCIAL ADVISORS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — BOERUM HILL FINANCIAL ADVISORS LLC (BROOKLYN, NY) is newly SEC-registered with $28.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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