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 $10,448,298 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
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.


Financial Advisors at The R.l. Brown Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert L. Brown
CRD#: 5460801
3015 Hopyard Road, Suite O, Pleasanton, CA 94588

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.

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