Brown Advisory Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

2445 Darwin Rd Ste 105, Madison, Wiscons...

Phone Number

(608) 241-4425

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
1
1
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1
1

About Brown Advisory Group

Brown Advisory Group is a premier retirement planning firm based in Wisconsin, specializing in asset protection and customized retirement income plans for retirees. Led by Joe Brown, who has over 30 years of experience, the firm focuses on helping clients safeguard their retirement assets while minimizing risks. They also offer family legacy planning and solutions for long-term care costs, ensuring clients can leave a financial legacy for their loved ones. The firm serves clients across Wisconsin, Illinois, Minnesota, Florida, and Arizona, providing peace of mind regarding their financial futures.Explore more
Popular SearchesBrown Advisory Group LLCBrown Advisory GroupAdvisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brown Advisory Group

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2015
JU
Joseph UpplegerCEO & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SD
Stephen DybwadRetirement Planning Specialist
<$5M
1-10
Private
-
-
EH
Eric HutterPresident & Retirement, Certified Financial Fiduciary Planning Specialist (Cf2)
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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 Tech Stack

A closer look at the technologies used by Brown Advisory Group

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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.brownadvisorygroup.net
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 1-10 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: Phoenix Financial Group, Safe Future Financial, Stephen J Dybwad, Osprey Retirement Solutions
What technology does Brown Advisory Group use?
Some of the popular technologies that Brown Advisory Group uses are: reCAPTCHA, Google Font API, Vimeo, GoDaddy DNS
How do I contact Brown Advisory Group?
Brown Advisory Group contact info: Phone number: (608) 241-4425 Website: www.brownadvisorygroup.net
What does Brown Advisory Group do?

Brown Advisory Group is a premier retirement planning firm based in Wisconsin, specializing in asset protection and customized retirement income plans for retirees. Led by Joe Brown, who has over 30 years of experience, the firm focuses on helping clients safeguard their retirement assets while minimizing risks. They also offer family legacy planni... ng and solutions for long-term care costs, ensuring clients can leave a financial legacy for their loved ones. The firm serves clients across Wisconsin, Illinois, Minnesota, Florida, and Arizona, providing peace of mind regarding their financial futures.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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