1321 Jamestown Road, Suite 201
Williamsburg, Virginia 23185
Tel: 757-903-2127
JOSS BROWN WEALTH ADVISORS, formally registered with the SEC as JOSS BROWN WEALTH ADVISORS. The firm was established in 01/20/2023. They have over 2 offices throughout the country.
JOSS BROWN WEALTH ADVISORS is a Williamsburg, Virginia based Financial Planning firm with nearly $110,986,272 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 324719 |
SEC# | 801-127223 |
Assets Managed by Firm | $110,986,272 |
No. of Clients | 455 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 455 | $110,986,272 |
Individuals (other than high net worth individuals) | 65 | $34,202,510 |
High net worth individuals | 37 | $73,743,786 |
Pension and profit sharing plans | 1 | $3,039,976 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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