Overview
Assets Under Management: $173 million
Headquarters: EDEN PRAIRIE, MN
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 577
Discretionary Accounts: 542
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 121072
Last Filing Date: 2024-03-20 00:00:00
Website: https://brownwealth.com