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 $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.
SEC Current Status | Approved |
Firm CRD# | 110181 |
SEC# | 801-38826 |
Assets Managed by Firm | $98,298,071,437 |
No. of Clients | 22302 |
No. of Advisors | 629 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22302 | $98,298,071,437 |
Individuals (other than high net worth individuals) | 1943 | $5,559,726,735 |
High net worth individuals | 1981 | $30,289,082,461 |
Pension and profit sharing plans | 73 | $4,738,895,658 |
Charitable organizations | 400 | $6,711,503,564 |
Other investment advisers | 121 | $11,212,494,712 |
Corporations or other businesses | 353 | $4,403,385,821 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 | |
$32,026,434,099 | 4695 | 103 |
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