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Brown Advisory Securities LLC
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CRD # | 120736 |
SEC # | 801-61427 |
CIK # | 0001389479 |
AUM | |
Employees | 10 (70% Investors, 100% Brokers) |
Phone | 410-537-5400 |
Address | 901 South Bond Street Baltimore, MD 21231-3340 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 146 | 98.1 |
(b) Individuals (high net worth individuals) | 70 | 238.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 17 | 34.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 21.1 |
(n) Other | 0 | 0.0 |
Total | 393 | 392.0 |
By Discretionary | ||
Discretionary | 291 | 288.9 |
Non-Discretionary | 102 | 103.1 |
Total | 393 | 392.0 |
By Non-United States Persons | ||
Non-United States Persons | 6.4 | |
United States Persons | 385.6 | |
Total | 393 | 392.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001389479] |
Related Firms | State | AUM ($BB) |
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Brown Advisory LLC
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|
MD | 108.3 |
Brown Advisory Investment Solutions Group LLC
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|
MD | 7.3 |
Brown Advisory Securities LLC
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|
MD | 0.0 |