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Home > Retirement Planners > connecticut > stamford > TWEEDY, BROWNE COMPANY LLC
TWEEDY, BROWNE COMPANY LLC
One Station Place
Stamford, Connecticut 06902
Tel: (203)703-0600
About TWEEDY, BROWNE COMPANY LLC
TWEEDY, BROWNE COMPANY LLC, formally registered with the SEC as TWEEDY, BROWNE COMPANY LLC. The firm was established in 03/25/1975. They have over 2 offices throughout the country.
TWEEDY, BROWNE COMPANY LLC is a Stamford, Connecticut based Financial Planning firm with nearly $8,867,067,430 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 6857 |
| SEC# | 801-10669 |
| Assets Managed by Firm | $8,867,067,430 |
| No. of Clients | 242 |
| No. of Advisors | 42 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 242 | $8,867,067,430 |
| Individuals (other than high net worth individuals) | 36 | $23,391,705 |
| High net worth individuals | 165 | $372,504,871 |
| Pension and profit sharing plans | 4 | $238,134,213 |
| Charitable organizations | 12 | $348,638,485 |
| Corporations or other businesses | Fewer than 5 clients | $14,827,995 |
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