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Gregory Allen Brown

BROWN FINANCIAL ADVISORS, LLC·MILFORD, Ohio
Clean recordBROWN FINANCIAL ADVISORS, LLC
964 STATE ROUTE 28, MILFORD, OH 45150CRD# 5578071Firm CRD# 147056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Allen Brown · MILFORD, OH
Registration
CRD #5578071 · BROWN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Allen Brown is a registered financial advisor based in MILFORD, Ohio, affiliated with BROWN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BROWN FINANCIAL ADVISORS, LLC
BROWN FINANCIAL ADVISORS, LLC
AUM
$245M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BROWN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 5578071
Firm CRD# 147056
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Allen Brown offer?
Gregory Allen Brown specializes in Financial Planning, Investment Management. Contact their office in MILFORD, Ohio for a consultation.
What are Gregory Allen Brown's credentials?
Gregory Allen Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Allen Brown located?
Gregory Allen Brown is based in MILFORD, Ohio, working with BROWN FINANCIAL ADVISORS, LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does Gregory Allen Brown charge for services?
Gregory Allen Brown's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN FINANCIAL ADVISORS, LLC?
BROWN FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $245M 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 Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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