BROWN FINANCIAL MANAGEMENT GROUP, LLC

BROWN FINANCIAL MANAGEMENT GROUP, LLC of LATHAM, NY is an SEC-registered investment adviser (CRD 282501). Regulatory assets under management: $56.8M.

Registration

• CRD: 282501
• SEC file number: 801-107128
• Type: Registered investment adviser
• Location: 950 NEW LOUDON ROAD, SUITE 105, LATHAM, NY, 12110
• Phone: 518-464-9974
• Latest filing: 2025-02-17
• Regulatory AUM: $56.8M
• Discretionary AUM: $55.0M
• Non-discretionary AUM: $1.9M
• Clients: 3
• Accounts: 111

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282501 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search