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BROWN ADVISORY GROUP, LLC
CRD 139651
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $16.2M |
| High net worth individuals | 7 | $10.5M |
| Charitable organizations | 1 | $365K |
All web addresses on file
Official SEC filing: View on IAPD