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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 |
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|---|---|---|---|
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