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Building 2BROWN FINANCIAL MANAGEMENT GROUP

Map pinLATHAM, NY
Phone518-464-9974
NotebookSEC #801-80897
Total AUM
$36.4M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 NEW LOUDON ROAD
SUITE 105
LATHAM
NY 12110
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
518-464-9974

ReceiptFinancials

Total AUM
$36.4M
Accounts
106
Discretionary
$36.4M
Accounts
106
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MGMT FOR PENSION, PSP, 401K PLANS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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