Brown Pcfo
Firm details
- Headquarters
- ,
- CRD number
- 330769
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, MY529
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.34%
- Individuals15.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brown Pcfo is an independent, individual-owned registered investment adviser that manages wealth for individuals and families. The firm offers financial planning and portfolio management services targeted at individuals and small business owners. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges for advisory work. Brown Pcfo does not self-identify as an ESG investor, and it appears to operate on a more localized basis rather than as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents9%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
1 of 1
Kelly Brown
Investment Adviser RepresentativeCRD 5499683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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