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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#110181
SEC#801-38826
Assets Managed by Firm$108,331,371,643
No. of Clients23317
No. of Advisors657

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total23317$108,331,371,643
Individuals (other than high net worth individuals)900$295,567,759
High net worth individuals2131$37,190,780,921
Pension and profit sharing plans72$3,059,759,467
Charitable organizations625$15,320,778,144
Other investment advisers82$10,779,921,235
Corporations or other businesses170$4,132,526,328

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