901 South Bond Street
Suite 400
Baltimore, Maryland 21231
Tel: 410-537-5400
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.
SEC Current Status | Approved |
Firm CRD# | 124612 |
SEC# | 801-61732 |
Assets Managed by Firm | $9,922,357,753 |
No. of Clients | 509 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 509 | $9,922,357,753 |
High net worth individuals | 23 | $5,711,971,565 |
Charitable organizations | 1 | $234,245,520 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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