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Brown AND Brown Financial Services, Inc.

Brown AND Brown Financial Services, Inc.. CRD 105392

Brown AND Brown Financial Services, Inc. logo

CRD: 105392

Brown AND Brown Financial Services, Inc.

Dallas, TX, 75206
2146961768
bbfsi.net
$91.2M Total AUM
$91.2M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Hilltop Securities
Clients
Retail
Platforms
--
Established Date
01-10-2007
Office Locations
1

Office Locations

6440 North Central Expressway #107 Dallas TX

About Brown AND Brown Financial Services, Inc.

Brown & Brown Financial Services, Inc. is a Dallas-based firm founded in 1984 providing personalized investment consulting and portfolio management for individual investors, trusts, and retirement plans. The practice emphasizes asset allocation and portfolio construction using mutual funds and ETFs, with exposure across fixed income and real estate as needed, and also offers insurance-related services. Clients can reach a live person directly (no phone recordings).

Team overview

-- AVG AGE
$45.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Bridge Matrix

Custodian

Glacier Fusion frontier Vertex North Ember Vital oak

Investment Themes

Zenith insight

Investment Vehicles

Beacon Insight

Services

Optima Element eagle Unison value

Owner & Executives

J

JOHN COLON BROWN JR

Chief Compliance Officer, President

CRD
#32524
Ownership
75% or more
(540) 226-3991
legacy.optima@primecapital.com
in linkedin.com/in/frontier-pathway
A

ALEXIS LANNIE BROWN

VICE PRESIDENT

CRD
#4111525
Ownership
Less than 5%
(513) 962-5067
quantum.vital@meridiancapital.com
in linkedin.com/in/pioneer-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2011
03-23-2012
Category Assets AVG. Account size
Discretionary $91,176,539 $634,381
Non-Discretionary $0 --
Total $91,176,539 $634,381

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Separately Managed Accounts

Total SMA Asset: $91,176,539

$91.2M Total SMA
Public Funds:
29.0%
Cash:
32.9%
Equity - Exchange:
38.1%
Asset class Assets Assets %
Public Funds $1,815,585,280 29.0%
Cash $2,059,750,197 32.9%
Equity - Exchange $2,385,303,420 38.1%
Total $6,260,638,897 100.0%

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