Brown Financial Management Group, LLC

Brown Financial Management Group, LLC (CRD# 282501) is a financial advisory firm headquartered in Latham, NY. They manage $46,384,370 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
950 New Loudon Road, Suite 105, Latham, NY 12110
https://www.thomasjbrown.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $552,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NY

Financial Advisors at Brown Financial Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Brown, financial advisor Latham NY
Thomas J. Brown
CRD#: 1614783
950 New Loudon Road, Suite 105, Latham, NY 12110

Thomas Brown (CRD# 1614783) is an Investment Advisor Representative working at Brown Financial Management Group, LLC in Latham, NY and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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