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Julie Proudfit Coleman

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC·BALTIMORE, Maryland
Unclaimed Profile
901 SOUTH BOND STREET, BALTIMORE, MD 21231CRD# 7530698Firm CRD# 124612
01

About

Julie Proudfit Coleman is a registered financial advisor based in BALTIMORE, Maryland, affiliated with BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
AUM
$7.3B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7530698
Firm CRD# 124612
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Proudfit Coleman offer?
Julie Proudfit Coleman specializes in Investment Management, Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.
What are Julie Proudfit Coleman's credentials?
Julie Proudfit Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Proudfit Coleman located?
Julie Proudfit Coleman is based in BALTIMORE, Maryland, working with BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Julie Proudfit Coleman charge for services?
Julie Proudfit Coleman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC?
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC has approximately 26 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Brett David Rogers
BALTIMORE, MD
John Osborne Downing
NEW YORK, NY
Peter Gc Mallinson
NEW YORK, NY
David Dk Only Kahen
NEW YORK, NY
Eamonn Sidney Ahl
NEW YORK, NY
Shannon Marie Pierce
BALTIMORE, MD

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