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Building 2M.K. BROWN WEALTH ADVISORY

Map pinOAKWOOD, OH
Phone937-298-8904
NotebookSEC #801-121348
Total AUM
$165.5M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2331 FAR HILLS AVE.
SUITE 100
OAKWOOD
OH 45419
United States
Operating Hours
8:30 AM - 4:00 PM
MON-THURS OR BY APPT.
Phone
937-298-8904

ReceiptFinancials

Total AUM
$165.5M
Accounts
282
Discretionary
$163.5M
Accounts
279
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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Individual Clients
110
AUM
$47.3M
HNW Individual Clients
42
AUM
$118.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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

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