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Latham, New York
$48.4 million AUM
1 office

Brown Financial Management Group, LLC is based in Latham, New York and has $48.4 million in assets under management.

Location
950 New Loudon Road
Suite 105
Latham, NY 12110
$48.4 million
AUM
2
Employees
AUM Share
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$48,373,140
Assets under management
160 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 151 $31,344,431 65% $207,579
High net worth individuals 6 $12,870,062 27% $2,145,010
Pension and profit sharing plans Fewer than 5 clients $1,654,771
Other corporations or businesses Fewer than 5 clients $2,503,876
Employees Share
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2
Employees
1
Investment analysts
50% of total employees
AUM per employee Share
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$48,373,140
Assets under management
$24,186,570
AUM per employee
$48,373,140
AUM per investment analyst
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Compensation

Brown Financial Management Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Brown Financial Management Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Portfolio mgmt for pension
  • psp 401k plans
Firm data Share
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CRD number 282,501
SEC number 801-107128
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 30, 2020

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