Brown Advisory Securities LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Brown Advisory Securities LLC
CRD #120736
SEC #801-61427
CIK #0001389479
AUM
Employees 10 (70% Investors, 100% Brokers)
Phone410-537-5400
Address901 South Bond Street
Baltimore, MD 21231-3340
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
1500120090060030002003201020172024
AUM Breakdown Accounts AUM ($M)
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 - 2025
13F-HR [0001389479]
Related Firms State AUM ($B)
Brown Advisory LLC
MD 121.9
Brown Advisory Investment Solutions Group LLC
MD 8.4
Brown Advisory Securities LLC
MD 0.0
Terms | Privacy | Guide
tony@aum13f.com