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BROWN ADVISORY
World Trade Center
101 West Main Street, Suite 700
Norfolk, Virginia 23510-1676
Tel: 757-625-7670
About BROWN ADVISORY
BROWN ADVISORY, formally registered with the SEC as BROWN ADVISORY. The firm was established in 09/06/1994. They have over 3 offices throughout the country.
BROWN ADVISORY is a Norfolk, Virginia based Financial Planning firm with nearly $6,606,613,781 assets under management, offering retirement planning & investment advisory services to 1888 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106375 |
| SEC# | 801-47290 |
| Assets Managed by Firm | $6,606,613,781 |
| No. of Clients | 1888 |
| No. of Advisors | 45 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1888 | $6,606,613,781 |
| Individuals (other than high net worth individuals) | 28 | $25,657,185 |
| High net worth individuals | 162 | $4,564,350,872 |
| Charitable organizations | 8 | $530,441,127 |
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|---|---|---|---|
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