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Brown Financial Management Group LLC
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CRD # | 282501 |
SEC # | 801-107128 |
CIK # | |
AUM | $46.4 MM (2024-03-15) |
Employees | 2 (50% Investors, 100% Brokers) |
Phone | 518-464-9974 |
Address | 950 New Loudon Road Latham, NY 12110 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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
✚
|
NY | 0.0 |
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 |