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Roy William Brown

TRUEMAN BROWN, LLC·LAKE ZURICH, Illinois
Clean recordTRUEMAN BROWN, LLC
765 ELA ROAD, LAKE ZURICH, IL 60047CRD# 2194463Firm CRD# 141602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roy William Brown · LAKE ZURICH, IL
Registration
CRD #2194463 · TRUEMAN BROWN, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roy William Brown is a registered financial advisor based in LAKE ZURICH, Illinois, affiliated with TRUEMAN BROWN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TRUEMAN BROWN, LLC
TRUEMAN BROWN
AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRUEMAN BROWN, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2194463
Firm CRD# 141602
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy William Brown offer?
Roy William Brown specializes in Investment Management, Wealth Management. Contact their office in LAKE ZURICH, Illinois for a consultation.
What are Roy William Brown's credentials?
Roy William Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy William Brown located?
Roy William Brown is based in LAKE ZURICH, Illinois, working with TRUEMAN BROWN, LLC. Their office serves clients in the LAKE ZURICH metropolitan area and surrounding communities.
How does Roy William Brown charge for services?
Roy William Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEMAN BROWN, LLC?
TRUEMAN BROWN, LLC has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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