CRD: 139651
Brown Advisory Group, LLC
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2006
- Office Locations
- 1
Office Locations
About Brown Advisory Group, LLC
Brown Advisory Group is a Rhode Island fiduciary advisory firm led by Jeffrey J. Brown, CFP®, serving retirees and pre-retirees, working professionals, women, and real estate investors. They provide retirement planning, objective investment reviews/second opinions, and ongoing wealth management focused on portfolio construction and risk management, plus estate strategy and tax-aware 1031/DST swap support. Engagements are available one-time, retainer-based, or ongoing; custodies include Charles Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEFFREY JAMES BROWN
Chief Compliance Officer, Owner
- CRD
- #1789323
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,032,359 | -- |
| Non-Discretionary | $93,592 | -- |
| Total | $27,125,951 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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