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BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

901 South Bond Street
Suite 400
Baltimore, Maryland 21231
Tel: 410-537-5400

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About BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC, formally registered with the SEC as BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC. The firm was established in 01/23/2003. They have over 8 offices throughout the country.

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is a Baltimore, Maryland based Financial Planning firm with nearly $9,922,357,753 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#124612
SEC# 801-61732
Assets Managed by Firm $9,922,357,753
No. of Clients 509
No. of Advisors 30

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total509$9,922,357,753
High net worth individuals23$5,711,971,565
Charitable organizations1$234,245,520
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