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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2016
- Office Locations
- 2
Office Locations
About Miles Brown Asset Management
Miles Brown Asset Management is an independent RIA serving individuals and families with goal-focused, plan-driven wealth consulting and investment management. The firm emphasizes long-term equity investing and sophisticated retirement income planning, staying fully invested rather than timing markets. It also supports clients with tax prep and portfolio reporting, and commonly implements portfolios using ETFs (custody often via Charles Schwab).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL MONTESE BROWN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4743534
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Paul Kramer
--
- CRD
- #8237649
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,419,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,419,034 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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