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BROWN ADVISORY GROUP, LLC

CRD 139651

Visit website

1445 WAMPANOAG TRAIL, SUITE 102, EAST PROVIDENCE, RI, 02915, United States

Phone

401-433-1100

Fax

Registration

— (—)

Source

State registered

Total AUM

$27.1M

Discretionary AUM

$27.0M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; FEE FOR MONITORING OUTSIDE MONEY MGR ACCTS/SOLICITOR FEES

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersANALYSIS AND RECOMMENDATION OF PRIVATE PLACEMENTS

Client types

TypeClientsAUM
Individuals64$16.2M
High net worth individuals7$10.5M
Charitable organizations1$365K

All web addresses on file

Official SEC filing: View on IAPD