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Building 2M.K. BROWN WEALTH ADVISORY, LLC

Map pinKETTERING, OH
Phone937-298-8904
NotebookSEC #801-67388
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 LINCOLN PARK BLVD.
SUITE 333
KETTERING
OH 45429
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
937-298-8904

ReceiptFinancials

Total AUM
$55M
Accounts
130
Discretionary
$45M
Accounts
110
Non-Discretionary
$10M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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

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