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Building 2BROWN & BROWN FINANCIAL SERVICES INC

Map pinDALLAS, TX
Phone214-696-1768
NotebookSEC #801-23005
Total AUM
$74.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4925 GREENVILLE AVENUE #990
DALLAS
TX 75206
United States
Operating Hours
8:30 A.M.-3:30 P.M.
Monday - Friday
Phone
214-696-1768

ReceiptFinancials

Total AUM
$74.9M
Accounts
118
Discretionary
$74.9M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
AFFILIATE MUTUAL FUND COM./ 12B1 FEES CREDITED AGAINST MGMT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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