Brown Financial Advisory

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

54 Greeno Rd S, Fairhope, Alabama, 36532...

Phone Number

(251) 928-9498

Revenue

<$5 Million

Industry

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

Brown Financial Advisory, founded in Fairhope, Alabama in 1986, specializes in fiduciary wealth management services for clients across the country. They utilize a True Planning Cycle to provide comprehensive financial solutions addressing retirement, investments, insurance, taxes, and estate planning. Their intended clients include multigenerational families, business owners and executives, and retirees seeking to align their financial resources with their values and objectives. The firm is committed to guiding clients through financial uncertainties to achieve a clearer and more fulfilling financial future.Explore more
Brown Financial Advisory's Social MediaPopular SearchesBrown Financial AdvisoryBrown Financial Advisory IncBrown Mcleod, Inc Dba Brown Financial AdvisoryBrown Mcleod IncSIC Code 62,628NAICS Code 52,523Show more

Brown Financial Advisory Org Chart

SM
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President & Chief Executive Officer

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JL
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Vice President, Chief Investment Officer, and...

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MW
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Financial Planner

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EH
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Financial Associate & Planner

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CH
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Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brown Financial Advisory

<$5M
1-10
Private
-
1986
SM
Scott McLeodPresident & CEO
$5M
1-10
Private
-
2002
CP
Christina PetnerResearch & Reporting Specialist
<$5M
1-10
Private
-
1985
Robert Lyman, President & Wealth Advisor at Johnson Lyman Wealth Advisors
Robert LymanPresident & Wealth Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brown Financial Advisory Tech Stack

A closer look at the technologies used by Brown Financial Advisory

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Frequently Asked Questions Regarding Brown Financial Advisory

What is Brown Financial Advisory's official website?
Brown Financial Advisory's official website is www.brownfinancialadvisory.com
What is Brown Financial Advisory's Revenue?
Brown Financial Advisory's revenue is <$5 Million
What is Brown Financial Advisory's SIC code?
Brown Financial Advisory's SIC: 62,628
What is Brown Financial Advisory's NAICS code?
Brown Financial Advisory's NAICS: 52,523
How many employees does Brown Financial Advisory have?
Brown Financial Advisory has 1-10 employees
What industry does Brown Financial Advisory belong to?
Brown Financial Advisory is in the industry of: Finance, Securities Trading
What is Brown Financial Advisory competition?
Brown Financial Advisory top competitors include: Penobscot Financial Advisors, Flores Wealth Planning, Pillar Wealth Management, Johnson Lyman Wealth Advisors
What technology does Brown Financial Advisory use?
Some of the popular technologies that Brown Financial Advisory uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Brown Financial Advisory?
Brown Financial Advisory contact info: Phone number: (251) 928-9498 Website: www.brownfinancialadvisory.com
What does Brown Financial Advisory do?

Brown Financial Advisory, founded in Fairhope, Alabama in 1986, specializes in fiduciary wealth management services for clients across the country. They utilize a True Planning Cycle to provide comprehensive financial solutions addressing retirement, investments, insurance, taxes, and estate planning. Their intended clients include multigenerationa... l families, business owners and executives, and retirees seeking to align their financial resources with their values and objectives. The firm is committed to guiding clients through financial uncertainties to achieve a clearer and more fulfilling financial future.Read More

What are Brown Financial Advisory social media links?
Brown Financial Advisory Linkedin page Brown Financial Advisory Facebook page
Is Brown Financial Advisory a public company?
Brown Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Brown Financial Advisory

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