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 $6,878,164,648 assets under management, offering retirement planning & investment advisory services to 1767 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106375
SEC#	801-47290
Assets Managed by Firm	$6,878,164,648
No. of Clients	1767
No. of Advisors	40

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1767	$6,878,164,648
Individuals (other than high net worth individuals)	30	$6,346,261
High net worth individuals	147	$4,950,265,860
Pension and profit sharing plans	Fewer than 5 clients	$177,203
Charitable organizations	21	$157,555,820
Corporations or other businesses	17	$172,631,657

More Retirement Planning firms in Norfolk, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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