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Building 2BROWN FINANCIAL ADVISORS, LLC

Map pinMILFORD, OH
Phone513-575-9654
NotebookSEC #801-119541
Total AUM
$323.3M
Employees
3
Clients
613

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
964 STATE ROUTE 28
MILFORD
OH 45150
United States
Operating Hours
8 - 6
Monday - Friday
Phone
513-575-9654
Other Offices
4

ReceiptFinancials

Total AUM
$323.3M
Accounts
1,573
Discretionary
$322.2M
Accounts
1,563
Non-Discretionary
$1.1M
Accounts
10

ContactClients

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Individual Clients
510
AUM
$142.3M
HNW Individual Clients
103
AUM
$181M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHOKSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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