Miles Brown Asset Management
Miles Brown Asset Management (CRD# 283960) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $46,495,071 in 177 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
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Total Number of Accounts177ACCOUNTS
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Average Account Value$262,684
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Miles Brown Asset Management
1
Daniel Brown (CRD# 4743534) is an Investment Advisor Representative working at Miles Brown Asset Management in San Rafael, CA and has over 18 years of experience in the finance industry.
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