Brown and Brown Financial Services, Inc.

RIASEC Registered

Total AUM

$91.2M

Discretionary

$91.2M

100% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 105392
Website: bbfsi.net
Custodians: CAPITAL BANK & TRUST AMRICAN FUNDS GROUP, HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM, Commissions, Other
Client types: HNWI96.62%
Individuals3.38%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Brown And Brown Financial Services, Inc. is a broker-dealer–affiliated advisory practice that serves individual and family clients. The firm is set up as a corporation with individual ownership and operates as a non-independent retail RIA; its advisors also act as registered representatives of a broker-dealer. Advisory work centers on portfolio management for individuals and small businesses. Its compensation mix includes a percentage-of-AUM fee component plus commissions and other revenue sources. The firm’s filings flag it as neither an active ESG investor nor a multi-state adviser.