950 New Loudon Road
Suite 105
Latham, New York 12110
Tel: 518-464-9974
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282501 |
SEC# | 801-107128 |
Assets Managed by Firm | $56,844,994 |
No. of Clients | 111 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 111 | $56,844,994 |
Individuals (other than high net worth individuals) | 89 | $22,783,552 |
High net worth individuals | 16 | $29,881,121 |
Pension and profit sharing plans | Fewer than 5 clients | $1,862,331 |
Other investment advisers | Fewer than 5 clients | $2,317,990 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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