The Advisory Firm Of Katherine L.brown Limited Liability Company

The Advisory Firm Of Katherine L.brown Limited Liability Company (CRD# 135161) is a financial advisory firm headquartered in Newport News, VA. They manage $28,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $622,222
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
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.

VA

Financial Advisors at The Advisory Firm Of Katherine L.brown Limited Liability Company
Showing 1 - 2 of 2 top financial advisors.
1
Katherine L. Brown
CRD#: 4311348
751 Thimble Shoals Blvd., Ste J, Newport News, VA 23606
93
Wealthminder
score

Katherine Brown (CRD# 4311348) is an Investment Advisor Representative working at The Advisory Firm Of Katherine L.brown Limited Liability Company in Newport News, VA and has over 17 years of experience in the finance industry.

2
Simcha S. Terwilliger
CRD#: 6709279
751 Thimble Shoals Blvd., Suite J, Newport News, VA 23606
88
Wealthminder
score

Simcha Terwilliger (CRD# 6709279) is an Investment Advisor Representative working at The Advisory Firm Of Katherine L.brown Limited Liability Company in Newport News, VA and has 1 year of experience in the finance industry.

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