The R.l. Brown Advisory Group, LLC
The R.l. Brown Advisory Group, LLC (CRD# 145880) is a financial advisory firm headquartered in Pleasanton, CA. They manage $14,429,705 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$327,948
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Brown (CRD# 5460801) is an Investment Advisor Representative working at The R.l. Brown Advisory Group, LLC in Pleasanton, CA and has 1 year of experience in the finance industry.