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Building 2BROWN FINANCIAL MANAGEMENT GROUP, LLC

Map pinLATHAM, NY
Phone518-464-9974
NotebookSEC #801-107128
Total AUM
$56.8M
Employees
3
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 NEW LOUDON ROAD
SUITE 105
LATHAM
NY 12110
United States
Operating Hours
8:00 - 3:00
Monday - Friday
Phone
518-464-9974

ReceiptFinancials

Total AUM
$56.8M
Accounts
111
Discretionary
$55M
Accounts
109
Non-Discretionary
$1.9M
Accounts
2

ContactClients

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Individual Clients
89
AUM
$22.8M
HNW Individual Clients
16
AUM
$29.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Investment Advisor Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MGMT FOR PENSION, PSP 401K PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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