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Building 2JOSS BROWN WEALTH ADVISORS

Map pinWILLIAMSBURG, VA
Phone757-903-2127
NotebookSEC #801-127223
Total AUM
$162.4M
Employees
5
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1321 JAMESTOWN ROAD, SUITE 201
WILLIAMSBURG
VA 23185
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
757-903-2127
Other Offices
2

ReceiptFinancials

Total AUM
$162.4M
Accounts
603
Discretionary
$150.9M
Accounts
569
Non-Discretionary
$11.4M
Accounts
34

ContactClients

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Individual Clients
58
AUM
$25.2M
HNW Individual Clients
69
AUM
$133.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M
Other Clients
1
AUM
$10.1K
Description of Other Clients
IRREVOCABLE TRUST

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTXVAVI

HandshakeAffiliates

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

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