$22.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
157 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Optima signalMomentum
- Established Date
- 11-25-2013
- Office Locations
- 2
Office Locations
-- BAY City MI
-- Essexville MI
About Brown Financial Planning LLC
Brown Financial Planning is a Michigan-based, owner-led fiduciary advisory serving individuals, entrepreneurs, and small businesses with financial planning and ongoing portfolio management. The practice emphasizes asset allocation and portfolio construction, with ETF-based implementation as a core vehicle. Supports retirement, tax, estate, and insurance planning, and custodies through Trade-PMR.
Team overview
57 AVG AGE
$22.7M AVG AUM / ADVISOR
$144.4K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Pathway Wave quantum Momentum bridge
Client Personas
Summit vital
Custodian
Bridge Beacon zenith Oak
Investment Themes
Prime
Investment Vehicles
Ember
Services
Meridian Fusion Peak Zenith ember Prime Ember frontier Meridian Glacier fusion
Technology
Meridian element Matrix
Owner & Executives
NATHAN WAYNE BROWN
Financial Planner, Owner, President
- CRD
- #6256889
- Ownership
- 75% or more
(910) 718-9772
momentum.ember@elementcapital.com
in linkedin.com/in/radial-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
S
Steven Charles O'Mara Mr.
Advisor
- CRD
- #7142734
(953) 488-5802
element.atlas@alphacapital.com
in linkedin.com/in/optima-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,665,464 | -- |
| Total | $22,665,464 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,665,464
Equity - Exchange:
48.1% Cash:
51.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,487,526,954 | 48.1% |
| Cash | $2,684,046,755 | 51.9% |
| Total | $5,171,573,709 | 100.0% |