Brown Financial Advisory is an investment advisor in Fairhope with $285.32 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
273779966
SEC advisor number
801-79151
FINRA CRD number
155548
AUM ?
$300.77 mm
(as of 27 Mar 24)
Accounts
715
(as of 27 Mar 24)
Employees
7
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22