BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

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

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 $7,323,507,060 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124612
SEC#	801-61732
Assets Managed by Firm	$7,323,507,060
No. of Clients	360
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	360	$7,323,507,060
Individuals (other than high net worth individuals)	Fewer than 5 clients	$793,631
High net worth individuals	Fewer than 5 clients	$193,419,539
Corporations or other businesses	Fewer than 5 clients	$943,695,572

More Retirement Planning firms in Baltimore, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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