Menon/brown Advisory Group

Menon/brown Advisory Group (CRD# 127508) is a financial advisory firm headquartered in , . They manage $730,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $45,625
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Menon/brown Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
Sashi Menon
CRD#: 1451994
San Juan Capistrano, CA
93
Wealthminder
score

Sashi Menon (CRD# 1451994) is an Investment Advisor Representative working at Menon/brown Advisory Group in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.

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