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Home > Retirement Planners > virginia > lynchburg > BROWN EDWARDS WEALTH STRATEGIES
BROWN EDWARDS WEALTH STRATEGIES
828 Main Street
Suite 1401
Lynchburg, Virginia 24504
Tel: 434 948-9000
About BROWN EDWARDS WEALTH STRATEGIES
BROWN EDWARDS WEALTH STRATEGIES, formally registered with the SEC as BROWN EDWARDS WEALTH STRATEGIES. The firm was established in 09/23/2019. They have over 13 offices throughout the country.
BROWN EDWARDS WEALTH STRATEGIES is a Lynchburg, Virginia based Financial Planning firm with nearly $272,165,683 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173559 |
| SEC# | 801-117391 |
| Assets Managed by Firm | $272,165,683 |
| No. of Clients | 522 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 522 | $272,165,683 |
| Individuals (other than high net worth individuals) | 149 | $29,330,138 |
| High net worth individuals | 67 | $215,497,098 |
| Pension and profit sharing plans | Fewer than 5 clients | $695,129 |
| Charitable organizations | Fewer than 5 clients | $5,347,160 |
| Corporations or other businesses | Fewer than 5 clients | $21,296,158 |
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