Unclaimed Profile

Kurt Harold Brown

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah

Series 7, Series 63, Series 65Clean record13 years registeredPORTSIDE WEALTH GROUP, LLC

3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 3225031Firm CRD# 325175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Harold Brown · PROVO, UT

Registration

CRD #3225031 · PORTSIDE WEALTH GROUP, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PORTSIDE WEALTH GROUP, LLC

Mar 2025 – present

TOWNSQUARE CAPITAL, LLC

Sep 2017 – Jun 2023

PROVO, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Nov 2016 – Oct 2017

SOUTH JORDAN, UT

ALTA CAPITAL MANAGEMENT LLC

Mar 2013 – May 2016

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 25, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTSIDE WEALTH GROUP, LLC

CRD 325175 · SEC 801-127529

AUM

$885M

Regulatory assets under management

Employees

10,048 client accounts

Services offered by PORTSIDE WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTSIDE WEALTH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kurt Harold Brown offer?

Kurt Harold Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Kurt Harold Brown's credentials?

Kurt Harold Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Harold Brown located?

Kurt Harold Brown is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Kurt Harold Brown charge for services?

Kurt Harold 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 PORTSIDE WEALTH GROUP, LLC?

PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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