Be advised. This firm is no longer registered.

Brown Financial Management Group

Brown Financial Management Group (CRD# 142898) is a financial advisory firm headquartered in Latham, NY. They manage $36,386,677 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
950 New Loudon Road, Suite 105, Latham, NY 12110
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $343,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

NY

Financial Advisors at Brown Financial Management Group
No Advisor Found.

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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