BROWN AND BROWN FINANCIAL SERVICES, INC.
BROWN AND BROWN FINANCIAL SERVICES, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 105392). Regulatory assets under management: $91.2M.
Registration
- CRD: 105392
- SEC file number: 801-23005
- Type: Registered investment adviser
- Location: 6440 NORTH CENTRAL EXPRESSWAY #107, DALLAS, TX, 75206
- Phone: 214-696-1768
- Latest filing: 2026-02-12
- Regulatory AUM: $91.2M
- Discretionary AUM: $91.2M
- Clients: 2
- Accounts: 44
Business model
Compensation: % of AUM, Commissions, Other.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| BROWN JOHN COLON | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BUBEL LAURIE ANN | VICE PRESIDENT | — |
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