Thinking Big Financial
Thinking Big Financial is an SEC-registered ria in Brooklyn, NY with $93.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Thinking Big Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287476, SEC 801-123485, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $93.0M (2026-02-16)
- Firm type
- Ria
- Location
- Brooklyn, NY
- Employees
- 2
- Clients
- 93
- CRD
- 287476
- Ownership
- MARROCCO, JAMES, J
How much AUM does Thinking Big Financial have?
Thinking Big Financial reported $93.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Thinking Big Financial?
Disclosed owners and executives of Thinking Big Financial include MARROCCO, JAMES, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.