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BROWN FINANCIAL MANAGEMENT GROUP, LLC
950 New Loudon Road
Suite 105
Latham, New York 12110
Tel: 518-464-9974
About BROWN FINANCIAL MANAGEMENT GROUP, LLC
BROWN FINANCIAL MANAGEMENT GROUP, LLC, formally registered with the SEC as BROWN FINANCIAL MANAGEMENT GROUP, LLC. The firm was established in 01/01/2016. They have over 1 offices throughout the country.
BROWN FINANCIAL MANAGEMENT GROUP, LLC is a Latham, New York based Financial Planning firm with nearly $46,197,365 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 282501 |
| SEC# | 801-107128 |
| Assets Managed by Firm | $46,197,365 |
| No. of Clients | 106 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $46,197,365 |
| Individuals (other than high net worth individuals) | 95 | $26,250,571 |
| High net worth individuals | 11 | $18,277,305 |
| Pension and profit sharing plans | $1,669,489 |
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