Overview
Assets Under Management: $1.4 billion
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 369
Average Client Assets: $3.0 million
Frequently Asked Questions
BROWN ADVISORY SECURITIES, 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 #120736), BROWN ADVISORY SECURITIES, LLC is subject to fiduciary duty under federal law.
BROWN ADVISORY SECURITIES, LLC is headquartered in BALTIMORE, MD.
BROWN ADVISORY SECURITIES, LLC serves 369 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BROWN ADVISORY SECURITIES, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BROWN ADVISORY SECURITIES, LLC manages $1.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BROWN ADVISORY SECURITIES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 369
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.81%
Average Client Assets: $3.0 million
Total Client Accounts: 1,957
Discretionary Accounts: 1,042
Non-Discretionary Accounts: 915
Regulatory Filings
CRD Number: 120736
Filing ID: 1189452
Last Filing Date: 2018-03-29 15:59:00