Overview
Assets Under Management: $828 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 265
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 265
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,557
Discretionary Accounts: 2,440
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 305742
Last Filing Date: 2025-03-04 00:00:00
Website: https://brownmillerwm.com