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ATLAS BROWN
333 East Main Street
Suite 400
Louisville, Kentucky 40202-1259
Tel: 502-271-2900
About ATLAS BROWN
ATLAS BROWN, formally registered with the SEC as ATLAS BROWN. The firm was established in 12/08/2004. They have over 1 offices throughout the country.
ATLAS BROWN is a Louisville, Kentucky based Financial Planning firm with nearly $455,213,189 assets under management, offering retirement planning & investment advisory services to 1120 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133408 |
| SEC# | 801-63702 |
| Assets Managed by Firm | $455,213,189 |
| No. of Clients | 1120 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1120 | $455,213,189 |
| Individuals (other than high net worth individuals) | 382 | $180,711,529 |
| High net worth individuals | 46 | $255,247,881 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,015,298 |
| Charitable organizations | 6 | $17,414,045 |
| Corporations or other businesses | 6 | $824,436 |
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