Brown Financial Planning LLC

Brown Financial Planning LLC (CRD# 169330) is a financial advisory firm headquartered in , . They manage $11,796,722 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://browncompfinancial.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $75,620
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Brown Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nathan Brown, financial advisor Bay City MI
Nathan W. Brown
CRD#: 6256889
Bay City, MI

Nathan Brown (CRD# 6256889) is an Investment Advisor Representative working at Brown Financial Planning LLC in Bay City, MI and has over 10 years of experience in the finance industry.

2
Steven O'mara, financial advisor Bay City MI
Steven C. O'mara
CRD#: 7142734
Bay City, MI

Steven O'mara (CRD# 7142734) is an Investment Advisor Representative working at Brown Financial Planning LLC in Bay City, MI and has over 5 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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