Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maryland > baltimore > BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
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 |
|---|
Explore More Retirement Advisors in Baltimore, Maryland