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BROWN FINANCIAL MANAGEMENT GROUP, LLC

950 New Loudon Road
Suite 105
Latham, New York 12110
Tel: 518-464-9974

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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 $56,844,994 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282501
SEC#801-107128
Assets Managed by Firm$56,844,994
No. of Clients111
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO MGMT FOR PENSION, PSP 401K PLANS)

Firm Client Information

No. of ClientsAUM
Firm Total111$56,844,994
Individuals (other than high net worth individuals)89$22,783,552
High net worth individuals16$29,881,121
Pension and profit sharing plansFewer than 5 clients$1,862,331
Other investment advisersFewer than 5 clients$2,317,990

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