CRD: 145880
THE R.l. Brown Advisory Group, LLC
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2008
- Office Locations
- 1
Office Locations
3015 Hopyard Road, Suite O Pleasanton CA
About THE R.l. Brown Advisory Group, LLC
R.L. Brown Advisory Group is an independent, fee-only RIA in Pleasanton, CA providing fiduciary financial planning and customized asset management for individuals and small/mid-sized companies, with an emphasis on business owners and high-income executives. Portfolios center on asset allocation and retirement-focused planning, with meaningful use of ETFs and public funds in discretionary accounts.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$520.5K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Owner & Executives
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R
ROBERT LEO BROWN
President
- CRD
- #5460801
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,971,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,971,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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