RIA Intel›Advisers›Alabama›BROWN FINANCIAL ADVISORY INC

BROWN FINANCIAL ADVISORY INC

Advisory

FAIRHOPE, AL

Data as of Mar 31, 2011 · Source: SEC Form ADV

Total AUM
$93M
1-Year AUM Growth
+13.2%
3-Year CAGR
-3.4%
Employees
0
Assets Under Management
Total AUM$93M
Discretionary AUM$92M
Non-Discretionary AUM$2M
Discretionary %98.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMar 30, 2001
Latest FilingMar 31, 2011
🔒 Full AUM trend chart and 12 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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