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| Brownson Rehmus & Foxworth Inc
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| |
|---|---|
| CRD # | 110608 |
| SEC # | 801-79878 |
| CIK # | |
| AUM | $4.0 BB (2024-03-29) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 312-346-5850 |
| Address | 227 West Monroe Street Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 248 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,496 | 4.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3,496 | 4.0 |
| Total | 3,496 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 3,496 | 4.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Waldron Private Wealth LLC
✚
|
PA | 4.1 |
|
Gentrust LLC
✚
|
FL | 4.1 |
|
Finaccess Advisors LLC
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|
FL | 4.0 |
|
Davidson Investment Advisors Inc
✚
|
MT | 4.0 |
|
Adero Partners LLC
✚
|
CA | 4.0 |
|
Advance Capital Management Inc
✚
|
MI | 4.0 |
|
Beacon Investment Advisory Services Inc
✚
|
NJ | 4.0 |
|
Shepherd Financial Investment Advisory LLC
✚
|
IN | 4.0 |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 4.0 |
|
Heritage Wealth Advisors LLC
✚
|
VA | 4.0 |