1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J M BROWN FINANCIAL PARTNERS

Map pinTULSA, OK
Phone918-496-5460
NotebookSEC #801-130747
Total AUM
$202.1M
Employees
7
Clients
501

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7060 S. YALE
SUITE 701
TULSA
OK 74136-5740
United States
Operating Hours
AFTER 10:00 A.M.
BY APPOINTMENT ONLY.
Phone
918-496-5460

ReceiptFinancials

Total AUM
$202.1M
Accounts
971
Discretionary
$201.7M
Accounts
956
Non-Discretionary
$422.8K
Accounts
15

ContactClients

View more in analytics →

Individual Clients
129
AUM
$147.5M
HNW Individual Clients
372
AUM
$54.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

HandshakeAffiliates

View all affiliates →

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

Feature requires an account