Brown Financial Management Group LLC

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Assets, Funds, Holdings

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Brown Financial Management Group LLC
CRD #282501
SEC #801-107128
CIK #
AUM $46.4 MM (2024-03-15)
Employees 2 (50% Investors, 100% Brokers)
Phone518-464-9974
Address950 New Loudon Road
Latham, NY 12110
Source [IAPD] [Website]
Total AUM ($MM)
604836241202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 71 24.3
(b) Individuals (high net worth individuals) 13 20.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 84 46.4
By Discretionary
Discretionary 82 44.6
Non-Discretionary 2 1.7
Total 84 46.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 46.4
Total 84 46.4
Comparable Firms State AUM ($BB)
Peace of MIND Planning LLC
WA 0.0
Philadelphia Partners Capital Management LLC
PA 0.0
Stringer Asset Management LLC
TN 0.0
Onewelth Inc
NY 0.0
Solid Point Wealth Advisors LLC
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Munakata Associates LLC
NY 0.0
Mount Murray Investment Inc
0.0
Hudson View Advisors LLC
NY 0.0
NorthStar Financial Advisors LLC
NY 0.0
Ancora West Advisors LLC
NV 0.0
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