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Building 2BROWN FINANCIAL ADVISORY

Map pinFAIRHOPE, AL
Phone251-928-9498
NotebookSEC #801-79151
Total AUM
$468.2M
Employees
8
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
54 S. GREENO ROAD
FAIRHOPE
AL 36532
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
251-928-9498
Other Offices
1

ReceiptFinancials

Total AUM
$468.2M
Accounts
859
Discretionary
$464.2M
Accounts
846
Non-Discretionary
$4M
Accounts
13

ContactClients

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Individual Clients
121
AUM
$59.3M
HNW Individual Clients
154
AUM
$389M
Pension/Profit Sharing Plan Clients
7
AUM
$13.1M
Corporation or Business Clients
6
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLAMSNCSCTX

HandshakeAffiliates

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

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