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BROWN ADVISORY

901 South Bond Street
Suite 400
Baltimore, Maryland 21231-3340
Tel: 410-537-5400

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About BROWN ADVISORY

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 $98,298,071,437 assets under management, offering retirement planning & investment advisory services to 22302 clients. The firm is staffed with 629 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110181
SEC# 801-38826
Assets Managed by Firm $98,298,071,437
No. of Clients 22302
No. of Advisors 629

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total22302$98,298,071,437
Individuals (other than high net worth individuals)1943$5,559,726,735
High net worth individuals1981$30,289,082,461
Pension and profit sharing plans73$4,738,895,658
Charitable organizations400$6,711,503,564
Other investment advisers121$11,212,494,712
Corporations or other businesses353$4,403,385,821
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