Brown Advisory Group

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

1445 Wampanoag Trl Unit 102, East Provid...

Phone Number

(401) 433-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Brown Advisory Group

Brown Advisory Group is an independent financial advisory firm that provides fiduciary-level advice focused on retirement planning and financial wellness. They cater to a diverse clientele, including retirees, pre-retirees, real estate investors, working professionals, and women, offering personalized consultations and a retainer-based approach. The firm emphasizes a holistic view of financial security, integrating behavioral finance principles and community involvement into their services. With nearly 20 years of experience, they aim to help clients achieve their financial goals while enjoying a fulfilling life today.Explore more
Popular SearchesBrown Advisory GroupBrown Advisory Group LLCAdvisory Group LLCBrown Realty Group LLCSIC Code 62,628NAICS Code 52,523Show more

Brown Advisory Group Org Chart

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JB
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Founder & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brown Advisory Group

<$5M
11-50
Private
<$5M
2006
JB
Jeffrey BrownFounder & Principal
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
<$5M
2003
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brown Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brown Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brown Advisory Group.

Brown Advisory Group financials insights

Gather financial insights about Brown Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$25K

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Brown Advisory Group Tech Stack

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Frequently Asked Questions Regarding Brown Advisory Group

What is Brown Advisory Group's official website?
Brown Advisory Group's official website is www.brownadvisors.com
What is Brown Advisory Group's Revenue?
Brown Advisory Group's revenue is <$5 Million
What is Brown Advisory Group's SIC code?
Brown Advisory Group's SIC: 62,628
What is Brown Advisory Group's NAICS code?
Brown Advisory Group's NAICS: 52,523
How many employees does Brown Advisory Group have?
Brown Advisory Group has 11-50 employees
What industry does Brown Advisory Group belong to?
Brown Advisory Group is in the industry of: Finance, Securities Trading
What is Brown Advisory Group competition?
Brown Advisory Group top competitors include: JLB Wealth Management Group, Siler Wealth Management, Ivory Wealth Management, Henry Wealth Management
What technology does Brown Advisory Group use?
Some of the popular technologies that Brown Advisory Group uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Brown Advisory Group?
Brown Advisory Group contact info: Phone number: (401) 433-1100 Website: www.brownadvisors.com
What does Brown Advisory Group do?

Brown Advisory Group is an independent financial advisory firm that provides fiduciary-level advice focused on retirement planning and financial wellness. They cater to a diverse clientele, including retirees, pre-retirees, real estate investors, working professionals, and women, offering personalized consultations and a retainer-based approach. Th... e firm emphasizes a holistic view of financial security, integrating behavioral finance principles and community involvement into their services. With nearly 20 years of experience, they aim to help clients achieve their financial goals while enjoying a fulfilling life today.Read More

Is Brown Advisory Group a public company?
Brown Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Brown Advisory Group

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