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Building 2BROWN EDWARDS WEALTH STRATEGIES

Map pinLYNCHBURG, VA
Phone434 948-9000
NotebookSEC #801-117391
Total AUM
$330.7M
Employees
7
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
828 MAIN STREET
SUITE 1401
LYNCHBURG
VA 24504
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
434 948-9000
Other Offices
13

ReceiptFinancials

Total AUM
$330.7M
Accounts
555
Discretionary
$330.4M
Accounts
551
Non-Discretionary
$256.2K
Accounts
4

ContactClients

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Individual Clients
126
AUM
$34M
HNW Individual Clients
74
AUM
$265.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
1
AUM
$7.6M
Corporation or Business Clients
1
AUM
$21.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATNVAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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