Overview
Assets Under Management: $329 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 18
Average Client Assets: $5.0 million
Frequently Asked Questions
BROWNLIE & BRADEN ADVISORS, 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 #288879), BROWNLIE & BRADEN ADVISORS, LLC is subject to fiduciary duty under federal law.
BROWNLIE & BRADEN ADVISORS, LLC is headquartered in DALLAS, TX.
BROWNLIE & BRADEN ADVISORS, LLC serves 18 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, BROWNLIE & BRADEN ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BROWNLIE & BRADEN ADVISORS, LLC manages $329 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, BROWNLIE & BRADEN ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.12%
Average Client Assets: $5.0 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 288879
Filing ID: 1911024
Last Filing Date: 2024-11-01 15:50:00