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
4863 Old Redwood Highway, Suite B, Santa Rosa, CA 95403
http://www.milesbrown.com/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Miles Brown Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Brown, financial advisor San Rafael CA
Daniel M. Brown
CRD#: 4743534
175 N Redwood Drive Suite 140, San Rafael, CA 94903

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals