MILES BROWN ASSET MANAGEMENT

Overview

Miles Brown Asset Management is an independent, individual-owned RIA organized as an LLC that focuses on serving individual and family clients as well as small businesses. The firm provides financial planning and portfolio management and also operates as a broker-dealer. Its retail fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee options. The firm identifies as an active ESG investor, which suggests ESG considerations are incorporated into at least some client strategies or manager due diligence.

Assets & Accounts

Public Holdings

Investments & Alternatives