Overview
Assets Under Management: $7.3 billion
Headquarters: BALTIMORE, MD
Frequently Asked Questions
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124612), BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is subject to fiduciary duty under federal law.
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is headquartered in BALTIMORE, MD.
According to their SEC Form ADV, BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC manages $7.3 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.55
Total Client Accounts: 360
Discretionary Accounts: 109
Non-Discretionary Accounts: 251
Regulatory Filings
CRD Number: 124612
Last Filing Date: 2025-02-27 00:00:00
Website: https://brownadvisory.com