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Home > Retirement Planners > ohio > oakwood > M.K. BROWN WEALTH ADVISORY
M.K. BROWN WEALTH ADVISORY
2331 Far Hills Ave.
Suite 100
Oakwood, Ohio 45419
Tel: 937-298-8904
About M.K. BROWN WEALTH ADVISORY
MK BROWN WEALTH ADVISORY, formally registered with the SEC as MK BROWN WEALTH ADVISORY. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
M.K. BROWN WEALTH ADVISORY is a Oakwood, Ohio based Financial Planning firm with nearly $164,000,000 assets under management, offering retirement planning & investment advisory services to 293 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121269 |
| SEC# | 801-121348 |
| Assets Managed by Firm | $164,000,000 |
| No. of Clients | 293 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 293 | $164,000,000 |
| Individuals (other than high net worth individuals) | 116 | $50,000,000 |
| High net worth individuals | 41 | $114,000,000 |
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|---|---|---|---|
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