JOSS BROWN WEALTH ADVISORS, LLC
JOSS BROWN WEALTH ADVISORS, LLC of WILLIAMSBURG, VA is an SEC-registered investment adviser (CRD 175481). Regulatory assets under management: $104.6M.
Registration
- CRD: 175481
- SEC file number: 801-123438
- Type: Registered investment adviser
- Location: 1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA, 23185
- Phone: 757-903-2127
- Latest filing: 2022-02-11
- Regulatory AUM: $104.6M
- Discretionary AUM: $92.9M
- Non-discretionary AUM: $11.8M
- Clients: 4
- Accounts: 445
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| JOSS DANIEL DRYDEN | MANAGING MEMBER | — |
| BROWN KATHERINE LYNETTE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
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