Menon/brown Advisory Group

Menon/brown Advisory Group (CRD# 127508) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $10,977,332 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30921 Via Ultimo, San Juan Capistrano, CA 92675
http://menonbrown.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $686,083
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
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, financial advisor San Juan Capistrano CA
Sashi Menon
CRD#: 1451994
San Juan Capistrano, CA

Sashi Menon (CRD# 1451994) is an Investment Advisor Representative working at Menon/brown Advisory Group in San Juan Capistrano, CA and has over 38 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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