Menon/Brown Advisory Group

Overview

Menon/Brown Advisory Group is a small, individually owned advisory practice operating as a sole proprietorship that serves individuals and families. The firm charges fees as a percentage of assets under management and performs portfolio management for individuals and small businesses, while also acting as a selector of outside advisers when appropriate. The advisor maintains broker-dealer registration and insurance-broker activity in addition to its advisory role, and does not position itself as an active ESG investor or a multi-state RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices