BROWN FINANCIAL ADVISORY

54 S. Greeno Road
Fairhope, Alabama 36532
Tel: 251-928-9498

About BROWN FINANCIAL ADVISORY

BROWN FINANCIAL ADVISORY, formally registered with the SEC as BROWN FINANCIAL ADVISORY. The firm was established in 02/04/2014. They have over 1 offices throughout the country.

BROWN FINANCIAL ADVISORY is a Fairhope, Alabama based Financial Planning firm with nearly $300,769,749 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155548
SEC#	801-79151
Assets Managed by Firm	$300,769,749
No. of Clients	715
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$300,769,749
Individuals (other than high net worth individuals)	115	$57,642,567
High net worth individuals	107	$230,495,537
Pension and profit sharing plans	5	$10,907,042
Corporations or other businesses	3	$1,724,603

More Retirement Planning firms in Fairhope, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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