Overview
Assets Under Management: $19.4 billion
High-Net-Worth Clients: 321
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.81
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 911
Discretionary Accounts: 832
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 168985
Filing ID: 1968138
Last Filing Date: 2025-03-27 09:30:00
Website: https://brownadvisory.com