901 South Bond Street
Suite 400
Baltimore, Maryland 21231-3340
Tel: 410-537-5400
BROWN ADVISORY, formally registered with the SEC as BROWN ADVISORY. The firm was established in 06/07/1991. They have over 15 offices throughout the country.
BROWN ADVISORY is a Baltimore, Maryland based Financial Planning firm with nearly $108,331,371,643 assets under management, offering retirement planning & investment advisory services to 23317 clients. The firm is staffed with 657 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110181 |
SEC# | 801-38826 |
Assets Managed by Firm | $108,331,371,643 |
No. of Clients | 23317 |
No. of Advisors | 657 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 23317 | $108,331,371,643 |
Individuals (other than high net worth individuals) | 900 | $295,567,759 |
High net worth individuals | 2131 | $37,190,780,921 |
Pension and profit sharing plans | 72 | $3,059,759,467 |
Charitable organizations | 625 | $15,320,778,144 |
Other investment advisers | 82 | $10,779,921,235 |
Corporations or other businesses | 170 | $4,132,526,328 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 | |
$36,006,471,975 | 4811 | 108 |
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